2023 Form 5500 filing — Us Lbm Holdings, LLC 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 20241011124236NAL0010918819001) for Us Lbm Holdings, LLC 401(K) Plan, reported by Us Lbm, LLC under EIN 88-3219071 and plan number 001. It reports 16,121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124236NAL0010918819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Us Lbm, LLC
- EIN
- 88-3219071
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 16,121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $544,497,876
- Total liabilities (EOY)
- $13,925
- Net assets (EOY)
- $544,483,951
- Employer contributions
- $14,143,789
- Participant contributions
- $48,715,877
- Total income / additions
- $144,089,646
- Benefits paid
- $65,918,901
- Administrative expenses
- $1,139,875
- Total expenses
- $69,128,547
- Net increase / (decrease)
- $74,961,099
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $1,050,209 | $0 |
| Mml Investors Services, LLC | BROKER | $0 | $182,866 |
| Envestnet Retirement Solutions | INVESTMENT ADVISORY-PLAN | $89,736 | $0 |
| Retirement Management Services, LLC | RECORDKEEPER | $0 | $4,133 |