2023 Form 5500 filing — Strategic Retirement Program
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 20250212160812NAL0037228432001) for Strategic Retirement Program, reported by Pentegra Services, Inc under EIN 13-3745616 and plan number 004. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212160812NAL0037228432001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Pentegra Services, Inc
- EIN
- 13-3745616
- Plan number
- 004
- Location
- White Plains, NY
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,264,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,264,909
- Employer contributions
- $229,525
- Participant contributions
- $568,577
- Total income / additions
- $1,110,416
- Benefits paid
- $236,247
- Administrative expenses
- $26,193
- Total expenses
- $262,440
- Net increase / (decrease)
- $847,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services Inc | OTHER | $12,246 | not reported in the loaded dataset |
| Mmlis | OTHER | $6,981 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $3,299 | $0 |
| Massachusetts Mutual Life | OTHER | $1,633 | not reported in the loaded dataset |
| Benefit Trust Company | TRUSTEE | $604 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESMTENT MGMT | $40 | not reported in the loaded dataset |