2023 Form 5500 filing — Sirva Employee Savings Plan And Trust - 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 20240822151445NAL0003115779001) for Sirva Employee Savings Plan And Trust - 401(K) Plan, reported by North American Van Lines, Inc. under EIN 52-1840893 and plan number 001. It reports 1,556 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822151445NAL0003115779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North American Van Lines, Inc.
- EIN
- 52-1840893
- Plan number
- 001
- Location
- Oakbrook Terrace, IL
- Participants
- 1,556
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $174,574,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $174,574,654
- Employer contributions
- $2,978,174
- Participant contributions
- $8,096,760
- Total income / additions
- $34,107,951
- Benefits paid
- $20,858,038
- Administrative expenses
- $115,974
- Total expenses
- $20,964,997
- Net increase / (decrease)
- $13,142,954
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $88,024 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $28,080 | not reported in the loaded dataset |