2023 Form 5500 filing — Aldridge Group, LLC 401(K) Retirement 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 20241009094436NAL0030845264001) for Aldridge Group, LLC 401(K) Retirement Plan, reported by Aldridge Group, LLC under EIN 46-4566651 and plan number 001. It reports 591 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009094436NAL0030845264001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aldridge Group, LLC
- EIN
- 46-4566651
- Plan number
- 001
- Location
- Libertyville, IL
- Participants
- 591
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,084,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,084,775
- Employer contributions
- $3,203,660
- Participant contributions
- $5,335,476
- Total income / additions
- $24,071,967
- Benefits paid
- $6,169,798
- Administrative expenses
- $170,183
- Total expenses
- $6,339,981
- Net increase / (decrease)
- $17,731,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $75,929 | $0 |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $39,375 | not reported in the loaded dataset |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $27,366 | not reported in the loaded dataset |
| The Vanderbloemen Group LLC | OTHER | $22,000 | not reported in the loaded dataset |
| Administrative Fiduciary Services I | OTHER | $9,126 | not reported in the loaded dataset |