2023 Form 5500 filing — Ies Holdings, Inc Retirement Savings 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 20250108174330NAL0006143123001) for Ies Holdings, Inc Retirement Savings Plan, reported by Ies Holdings, Inc Retirement Savings Plan under EIN 76-0542208 and plan number 001. It reports 7,485 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250108174330NAL0006143123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ies Holdings, Inc Retirement Savings Plan
- EIN
- 76-0542208
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 7,485
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $175,633,652
- Total liabilities (EOY)
- $202,126
- Net assets (EOY)
- $175,431,526
- Employer contributions
- $5,666,933
- Participant contributions
- $16,448,361
- Total income / additions
- $45,921,968
- Benefits paid
- $13,583,396
- Administrative expenses
- $278,563
- Total expenses
- $14,074,503
- Net increase / (decrease)
- $31,847,465
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services | RECORDKEEPER | $135,880 | $0 |
| Morgan Stanley | INVEST ADVISOR | $37,500 | not reported in the loaded dataset |
| Voya Retirement Advisors | INVEST ADVISOR | $17,659 | not reported in the loaded dataset |
| Frazier & Deeter | AUDITOR | $17,000 | not reported in the loaded dataset |