2023 Form 5500 filing — 401(K) Plan For Dfh Companies
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 20240904104211NAL0019593777001) for 401(K) Plan For Dfh Companies, reported by Embrace Home Loans, Inc. under EIN 05-0402708 and plan number 002. It reports 1,065 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904104211NAL0019593777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Embrace Home Loans, Inc.
- EIN
- 05-0402708
- Plan number
- 002
- Location
- Middletown, RI
- Participants
- 1,065
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,402,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,402,627
- Participant contributions
- $3,876,632
- Total income / additions
- $16,914,007
- Benefits paid
- $9,461,037
- Administrative expenses
- $34,308
- Total expenses
- $9,495,345
- Net increase / (decrease)
- $7,418,662
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services Inc | SERVICE PROVIDER | $0 | $41,667 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $16,380 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $9,646 | $0 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $6,083 | $0 |