2023 Form 5500 filing — Marketwise Solutions LLC Savings And 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 20241009142026NAL0037311074001) for Marketwise Solutions LLC Savings And Retirement Plan, reported by Marketwise Solutions LLC under EIN 35-2622970 and plan number 001. It reports 903 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$67.6MReported net assets$67,626,836
Participants903
Provider compensation$68.3K2 Schedule C row(s)$68,335
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009142026NAL0037311074001
- Plan sponsor
- Marketwise Solutions LLC
- EIN
- 35-2622970
- Plan number
- 001
- Location
- Baltimore, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$67.6M total assets
Net assets$67.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $67,626,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,626,836
- Employer contributions
- $2,070,930
- Participant contributions
- $6,385,136
- Total income / additions
- $19,809,335
- Benefits paid
- $3,449,534
- Administrative expenses
- $67,943
- Total expenses
- $3,519,151
- Net increase / (decrease)
- $16,290,184
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Robert W Baird & Co | ADVISOR | $47,926 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $20,409 | $0 |