2023 Form 5500 filing — Cresa 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 20241015185715NAL0029437425001) for Cresa 401(K) Plan, reported by Cresa Global, Inc. under EIN 81-4198347 and plan number 001. It reports 422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185715NAL0029437425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cresa Global, Inc.
- EIN
- 81-4198347
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,751,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,751,354
- Employer contributions
- $633,784
- Participant contributions
- $2,602,108
- Total income / additions
- $6,300,839
- Benefits paid
- $1,500,803
- Administrative expenses
- $93,550
- Total expenses
- $1,596,555
- Net increase / (decrease)
- $4,704,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insur. Co. Of Amer. | RECORDKEEPER | $50,387 | $0 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $36,216 | not reported in the loaded dataset |
| Aggregate Retirement Services Admin | CONTRACT ADMIN | $13,750 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $8,708 | not reported in the loaded dataset |
| Nfp Retirement Inc | OTHER | $334 | not reported in the loaded dataset |