2023 Form 5500 filing — Living Your Best Retirement Life 401(K) 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 20241011085835NAL0022453729001) for Living Your Best Retirement Life 401(K) Plan, reported by Kadiant, LLC under EIN 83-3935694 and plan number 001. It reports 1,455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085835NAL0022453729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kadiant, LLC
- EIN
- 83-3935694
- Plan number
- 001
- Location
- Lakewood, NJ
- Participants
- 1,455
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,983,794
- Net assets (EOY)
- $7,983,794
- Employer contributions
- $29,753
- Participant contributions
- $1,021,314
- Total income / additions
- $2,672,106
- Benefits paid
- $2,902,470
- Administrative expenses
- $78,100
- Total expenses
- $3,025,689
- Net increase / (decrease)
- -$353,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $28,186 | $0 |
| Burnham Gibson Welath Advisors LLC | ADVISOR | $21,155 | not reported in the loaded dataset |
| Merrill Lynch | INVESTMENT ADVISOR | $18,407 | $0 |
| Fidelity Investmenys Institutional | RECORDKEEPER | $12,883 | $0 |
| Intac Actuarial Services | CONTRACT ADMIN | $6,650 | $0 |
| Ascensus Holdings Dba Futureplan | CONTRACT ADMIN | $0 | $2,179 |