2023 Form 5500 filing — Retirement Income Plan For Employees Of Interface Performance Materials, Inc.
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 20250415132804NAL0001510387001) for Retirement Income Plan For Employees Of Interface Performance Materials, Inc., reported by Alkegen under EIN 06-0865505 and plan number 020. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415132804NAL0001510387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alkegen
- EIN
- 06-0865505
- Plan number
- 020
- Location
- Glastonbury, CT
- Participants
- 371
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,294,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,294,685
- Employer contributions
- $526,812
- Participant contributions
- $0
- Total income / additions
- $2,546,901
- Benefits paid
- $3,113,915
- Administrative expenses
- $334,482
- Total expenses
- $3,448,397
- Net increase / (decrease)
- -$901,496
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors LLC | NONE | $51,422 | $0 |
| Conrad Siegel | NONE | $30,934 | not reported in the loaded dataset |
| Principal Financial Group | NONE | $18,669 | $0 |
| Us Bank, Na | NONE | $15,729 | $0 |
| Arga Investment Management, Lp | NONE | $0 | $0 |
| Conestoga Capital Advisors, LLC | NONE | $0 | $0 |
| Dodge & Cox | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |
| Gqg Partners LLC | NONE | $0 | $0 |
| Hotchkis & Wiley Capital Management | NONE | $0 | $0 |
| Massachusetts Financial Services Co | NONE | $0 | $0 |
| Metropolitan West Asset LLC | NONE | $0 | $0 |
| Principal Global Investors LLC | NONE | $0 | $0 |