2023 Form 5500 filing — Sram LLC 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 20240924164447NAL0007612819001) for Sram LLC Retirement Savings Plan, reported by Sram LLC under EIN 26-3399553 and plan number 001. It reports 1,005 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$125MReported net assets$125,021,071
Participants1K1,005
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924164447NAL0007612819001
Plan sponsor
Sram LLC
EIN
26-3399553
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$125M total assets
Net assets$125MLiabilities$0
Money in vs. money out
Total income / additions$33.9M
Total expenses$5.7M
Benefits paid / distributions$5.8M
Contributions
Employer$3.7M
Participant$8.6M
Full reported line items
Total assets (EOY)
$125,021,071
Total liabilities (EOY)
$0
Net assets (EOY)
$125,021,071
Employer contributions
$3,671,215
Participant contributions
$8,565,707
Total income / additions
$33,944,490
Benefits paid
$5,769,317
Administrative expenses
-$64,748
Total expenses
$5,706,696
Net increase / (decrease)
$28,237,794
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $29.6K
  2. 2
    RECORDKEEPER · Direct -$94.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924164447NAL0007612819001 cover?
It is the 2023 Form 5500 filing for Sram LLC Retirement Savings Plan, reported by Sram LLC (EIN 26-3399553).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages