2023 Form 5500 filing — Shannondell Retirement 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 20240918074837NAL0005830336001) for Shannondell Retirement Savings Plan, reported by Dell Retirement Services Inc under EIN 23-3082110 and plan number 001. It reports 584 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918074837NAL0005830336001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dell Retirement Services Inc
- EIN
- 23-3082110
- Plan number
- 001
- Location
- Audubon, PA
- Participants
- 584
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,124,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,124,978
- Employer contributions
- $358,186
- Participant contributions
- $1,315,195
- Total income / additions
- $3,962,938
- Benefits paid
- $1,387,358
- Administrative expenses
- $8,407
- Total expenses
- $1,425,630
- Net increase / (decrease)
- $2,537,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $27,807 | not reported in the loaded dataset |
| The Paragon Alliance Group LLC | CONTRACT ADMIN | $7,315 | $11,188 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,880 | $0 |