2023 Form 5500 filing — Cps Solutions, LLC 401(K) 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 20241008170514NAL0017092481001) for Cps Solutions, LLC 401(K) Plan, reported by Cps Solutions, LLC under EIN 95-3810548 and plan number 001. It reports 3,503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008170514NAL0017092481001
Filing year
2023
Form type
2
Plan sponsor
Cps Solutions, LLC
EIN
95-3810548
Plan number
001
Location
Minnetonka, MN
Participants
3,503
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$257,911,614
Total liabilities (EOY)
$0
Net assets (EOY)
$257,911,614
Employer contributions
$6,982,850
Participant contributions
$17,395,633
Total income / additions
$68,198,606
Benefits paid
$24,203,256
Administrative expenses
$341,727
Total expenses
$24,551,681
Net increase / (decrease)
$43,646,925
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORD KEEPER$253,257$0
Everhart Financial Group, Inc.ADVISOR$48,000not reported in the loaded dataset
Forvis LlpAUDITOR$33,075not reported in the loaded dataset
Charles Schwab & Co, IncSECURITIES BROKER$9,392$0

Related Form 5500 pages