2023 Form 5500 filing — Mlg/Valiant 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 20241015143000NAL0014844659001) for Mlg/Valiant 401(K) Plan, reported by Mlg Services Corp under EIN 27-1281116 and plan number 001. It reports 760 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143000NAL0014844659001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mlg Services Corp
- EIN
- 27-1281116
- Plan number
- 001
- Location
- Brookfield, WI
- Participants
- 760
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,251,371
- Net assets (EOY)
- $11,251,371
- Employer contributions
- $635,616
- Participant contributions
- $1,696,910
- Total income / additions
- $3,846,922
- Benefits paid
- $685,400
- Administrative expenses
- $105,170
- Total expenses
- $790,570
- Net increase / (decrease)
- $3,056,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Operose Advisores LLC | INVESTMENT ADVISOR | $32,469 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $24,903 | $0 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $8,780 | $4,283 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,012 | $0 |