2023 Form 5500 filing — Fastmarkets Savings And Investment 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 20241010102947NAL0009911075001) for Fastmarkets Savings And Investment Plan, reported by Risi, Inc. under EIN 51-0396095 and plan number 001. It reports 241 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)$30.4MReported net assets$30,438,401
Participants241
Provider compensation$37K2 Schedule C row(s)$36,964
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010102947NAL0009911075001
Plan sponsor
Risi, Inc.
EIN
51-0396095
Plan number
001
Location
Burlington, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$30.4M total assets
Net assets$30.4MLiabilities$0
Money in vs. money out
Total income / additions$6M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$409.3K
Participant$1.7M
Full reported line items
Total assets (EOY)
$30,438,401
Total liabilities (EOY)
$0
Net assets (EOY)
$30,438,401
Employer contributions
$409,314
Participant contributions
$1,663,724
Total income / additions
$5,961,384
Benefits paid
$1,558,170
Administrative expenses
$38,340
Total expenses
$1,596,510
Net increase / (decrease)
$4,364,874
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $19.7K · Indirect $0
  2. 2
    ADVISOR · Direct $17.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010102947NAL0009911075001 cover?
It is the 2023 Form 5500 filing for Fastmarkets Savings And Investment Plan, reported by Risi, Inc. (EIN 51-0396095).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages