2023 Form 5500 filing — Tarian 401k 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 20250108160717NAL0011287009001) for Tarian 401k Plan, reported by Tarian Group, LLC under EIN 84-1098613 and plan number 002. It reports 4,295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250108160717NAL0011287009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tarian Group, LLC
- EIN
- 84-1098613
- Plan number
- 002
- Location
- Denver, CO
- Participants
- 4,295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,025,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,025,140
- Employer contributions
- $158,992
- Participant contributions
- $1,153,040
- Total income / additions
- $2,807,401
- Benefits paid
- $2,086,628
- Administrative expenses
- $59,786
- Total expenses
- $2,146,414
- Net increase / (decrease)
- $660,987
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $59,786 | $0 |
| Kdv Wealth Management, LLC | INVESTMENT ADVISORY | $0 | $18,963 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $6,334 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |