2023 Form 5500 filing — Retirement Readiness For The Astin 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 20240909113349NAL0010306674001) for Retirement Readiness For The Astin Companies, reported by Astin Executive Services, LLC under EIN 46-4471600 and plan number 001. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240909113349NAL0010306674001
Filing year
2023
Form type
2
Plan sponsor
Astin Executive Services, LLC
EIN
46-4471600
Plan number
001
Location
College Station, TX
Participants
278
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,685,411
Total liabilities (EOY)
$0
Net assets (EOY)
$11,685,411
Employer contributions
$165,419
Participant contributions
$776,646
Total income / additions
$2,772,916
Benefits paid
$1,459,174
Administrative expenses
$16,185
Total expenses
$1,478,696
Net increase / (decrease)
$1,294,220
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$11,945$0

Related Form 5500 pages