2023 Form 5500 filing — The Arcticom Group, LLC 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240508095459NAL0014967427001) for The Arcticom Group, LLC 401(K) Plan, reported by The Arcticom Group, LLC under EIN 82-1463967 and plan number 001. It reports 356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240508095459NAL0014967427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Arcticom Group, LLC
- EIN
- 82-1463967
- Plan number
- 001
- Location
- Walnut Creek, CA
- Participants
- 356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,382,255
- Net assets (EOY)
- $29,382,255
- Employer contributions
- $1,289,272
- Participant contributions
- $3,528,380
- Total income / additions
- $10,656,327
- Benefits paid
- $1,992,182
- Administrative expenses
- $110,231
- Total expenses
- $2,140,414
- Net increase / (decrease)
- $8,515,913
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $99,558 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT ADVISOR | $51,228 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23,690 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $16,959 | $0 |
| Retirement Solution Group | CONTRACT ADMIN | $14,400 | not reported in the loaded dataset |
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $7,633 | $0 |
| Lpl Financial, LLC | BROKER/ADVISO R | $0 | $5,621 |
| Retirement Solution Group, LLC | CONTRACT ADMIN | $1,100 | $662 |
| Empower Retirement Advisory Service | INVESTMENT MGMT | $958 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $793 | $0 |
| Panagiotu Pension Advisors LLC | CONTRACT ADMIN | -$121 | $345 |
| Advised Assets Group | INVESTMENT MANAGER | $67 | $0 |