2023 Form 5500 filing — Anteriad, LLC 401(K) Profit Sharing 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 20240917124615NAL0004040672001) for Anteriad, LLC 401(K) Profit Sharing Plan, reported by Anteriad, LLC under EIN 06-1558140 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240917124615NAL0004040672001
Filing year
2023
Form type
2
Plan sponsor
Anteriad, LLC
EIN
06-1558140
Plan number
001
Location
Rye Brook, NY
Participants
255
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$27,128,066
Total liabilities (EOY)
$0
Net assets (EOY)
$27,128,066
Employer contributions
$396,770
Participant contributions
$1,981,202
Total income / additions
$6,054,909
Benefits paid
$4,145,422
Administrative expenses
$83,279
Total expenses
$4,228,701
Net increase / (decrease)
$1,826,208
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pallas Capital AdvisorsNONE$63,524$13
Principal Life Insurance CompanyNONE$19,755$0
Prime Pensions, Inc.NONE$0$5,667
Morningstar Investment Management LNONE$0$0

Related Form 5500 pages