2023 Form 5500 filing — Fres-Co System Usa, Inc. 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 20241007152800NAL0016334385001) for Fres-Co System Usa, Inc. Retirement Savings Plan, reported by Fres-Co System Usa Inc. under EIN 23-2056204 and plan number 001. It reports 647 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007152800NAL0016334385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fres-Co System Usa Inc.
- EIN
- 23-2056204
- Plan number
- 001
- Location
- Telford, PA
- Participants
- 647
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,558,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,558,140
- Employer contributions
- $1,175,775
- Participant contributions
- $2,086,956
- Total income / additions
- $11,629,527
- Benefits paid
- $5,927,583
- Administrative expenses
- $84,978
- Total expenses
- $6,012,561
- Net increase / (decrease)
- $5,616,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $47,300 | $0 |
| Pnc Institutional Asset Management | ADVISOR | $37,678 | not reported in the loaded dataset |