2023 Form 5500 filing — Fidelity Building Services Group 401(K)
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 20241015102416NAL0028051489001) for Fidelity Building Services Group 401(K), reported by Bisgp under EIN 83-0853790 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
- 20241015102416NAL0028051489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bisgp
- EIN
- 83-0853790
- Plan number
- 001
- Location
- Sparks, MD
- Participants
- 1,477
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,435,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,435,156
- Employer contributions
- $3,697,814
- Participant contributions
- $6,837,910
- Total income / additions
- $53,438,346
- Benefits paid
- $9,660,978
- Administrative expenses
- $350,485
- Total expenses
- $10,086,702
- Net increase / (decrease)
- $43,351,644
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $174,863 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $129,466 | $0 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $54,192 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $46,156 | not reported in the loaded dataset |
| Lockton Investment Advisors, LLC | INVESTMENT ADVISOR | $44,245 | not reported in the loaded dataset |
| Advised Assets Group, LLC | INVESTMENT MGMT | $12,305 | not reported in the loaded dataset |