2023 Form 5500 filing — Alside 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 20241010140054NAL0040306690001) for Alside Retirement Plan, reported by Associated Materials, LLC under EIN 75-1872487 and plan number 016. It reports 1,187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010140054NAL0040306690001
Filing year
2023
Form type
2
Plan sponsor
Associated Materials, LLC
EIN
75-1872487
Plan number
016
Location
Cuyahoga Falls, OH
Participants
1,187
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$42,021,153
Net assets (EOY)
$42,021,153
Employer contributions
$59,531
Total income / additions
$4,608,294
Benefits paid
$3,069,150
Administrative expenses
$1,111,115
Total expenses
$4,180,265
Net increase / (decrease)
$428,029
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORD KEEPER$102,832$0
Capfinancial Partners LLCINVESTMENT ADVISOR$81,592not reported in the loaded dataset
Aon Consulting, Inc.ACTUARY$24,497not reported in the loaded dataset
Grant Thornton, LlpAUDITOR$14,318not reported in the loaded dataset
National Financial ServicesSECURITIES BROKER$0$0

Related Form 5500 pages