2023 Form 5500 filing — Palco 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 20241011213149NAL0012948003001) for Palco Retirement Plan, reported by Humboldt Redwood Company, LLC under EIN 26-2635546 and plan number 001. It reports 1,477 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011213149NAL0012948003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Humboldt Redwood Company, LLC
- EIN
- 26-2635546
- Plan number
- 001
- Location
- Scotia, CA
- Participants
- 1,477
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,978,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,978,652
- Total income / additions
- $10,445,354
- Benefits paid
- $13,923,647
- Administrative expenses
- $124,116
- Total expenses
- $14,047,763
- Net increase / (decrease)
- -$3,602,409
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcdonald Capital Investors, Inc | INVESTMENT MGMT | $59,678 | $0 |
| Blackrock, Inc | INVESTMENT MGMT | $38,076 | $0 |
| Fidelity Invest Inst | INVEST MGMT | $26,361 | not reported in the loaded dataset |
| Generation Investment Management Ll | INVESTMENT MGMT | $0 | $0 |
| Steadfast Capital Management | INVESTMENT MGMT | $0 | $0 |
| Ruane, Cunniff & Goldfarb Inc. | INVESTMENT MGMT | $0 | $0 |
| Artisan Partners | INVESTMENT MGMT | $0 | $0 |
| Centerbridge Partners, Lp | INVESTMENT MGMT | $0 | $0 |
| Taconic Capital Advisors Lp | INVESTMENT MGMT | $0 | $0 |