2023 Form 5500 filing — Red Ventures, 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 20240916162423NAL0001762785001) for Red Ventures, LLC 401(K) Plan, reported by Red Ventures LLC under EIN 56-2177622 and plan number 001. It reports 4,078 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916162423NAL0001762785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Red Ventures LLC
- EIN
- 56-2177622
- Plan number
- 001
- Location
- Fort Mill, SC
- Participants
- 4,078
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $211,588,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $211,588,855
- Employer contributions
- $8,904,386
- Participant contributions
- $18,452,258
- Total income / additions
- $65,464,883
- Benefits paid
- $41,433,711
- Administrative expenses
- $350,995
- Total expenses
- $41,793,670
- Net increase / (decrease)
- $23,671,213
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $236,544 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $64,451 | not reported in the loaded dataset |
| Kestra Investment Services LLC | ADVISOR | $50,000 | not reported in the loaded dataset |