2023 Form 5500 filing — Iss Facility Services 401(K) Savings 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 20240827172514NAL0006265955001) for Iss Facility Services 401(K) Savings Plan, reported by Iss Facility Services, Inc. under EIN 74-2012133 and plan number 001. It reports 6,166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827172514NAL0006265955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iss Facility Services, Inc.
- EIN
- 74-2012133
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 6,166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,521,177
- Net assets (EOY)
- $93,521,177
- Employer contributions
- $3,153,031
- Participant contributions
- $10,039,762
- Total income / additions
- $29,031,928
- Benefits paid
- $18,346,775
- Administrative expenses
- $304,434
- Total expenses
- $18,710,979
- Net increase / (decrease)
- $10,320,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $230,255 | $0 |
| Gallagher Fiduciary Advi | INVESTMENT ADVISORY | $64,688 | $0 |
| Nova 401(K) Associates | CONTRACT ADMIN | $1,125 | $45,414 |
| Harper & Pearson | ACCOUNTANT | $16,350 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |