2023 Form 5500 filing — Heritage Group 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 20241003084423NAL0020117090001) for Heritage Group Retirement Savings Plan, reported by Asphalt Materials, Inc. under EIN 35-1002095 and plan number 002. It reports 4,514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003084423NAL0020117090001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Asphalt Materials, Inc.
- EIN
- 35-1002095
- Plan number
- 002
- Location
- Indianapolis, IN
- Participants
- 4,514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $665,358,095
- Net assets (EOY)
- $665,358,095
- Employer contributions
- $22,864,327
- Participant contributions
- $30,099,839
- Total income / additions
- $159,766,875
- Benefits paid
- $46,816,021
- Administrative expenses
- $220,934
- Total expenses
- $47,086,933
- Net increase / (decrease)
- $112,679,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $332,930 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $219,734 | not reported in the loaded dataset |