2023 Form 5500 filing — Aventiv Technologies 401(K) 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 20241009133738NAL0032904464001) for Aventiv Technologies 401(K) Savings Plan, reported by Securus Technologies, LLC under EIN 75-2722144 and plan number 001. It reports 2,416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009133738NAL0032904464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Securus Technologies, LLC
- EIN
- 75-2722144
- Plan number
- 001
- Location
- Carrollton, TX
- Participants
- 2,416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,963,724
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,963,724
- Employer contributions
- $2,382,781
- Participant contributions
- $8,284,816
- Total income / additions
- $31,356,899
- Benefits paid
- $16,669,888
- Administrative expenses
- $38,733
- Total expenses
- $16,708,384
- Net increase / (decrease)
- $14,648,515
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Advisors LLC | ADVISOR | $106,192 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $52,223 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $25,565 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$145,127 | $0 |