2023 Form 5500 filing — Aeg Merit Holding Company 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 20250710131954NAL0003519299001) for Aeg Merit Holding Company 401(K) Plan, reported by Elevation Services Holdings Ii, LLC under EIN 85-1154051 and plan number 001. It reports 891 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710131954NAL0003519299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elevation Services Holdings Ii, LLC
- EIN
- 85-1154051
- Plan number
- 001
- Location
- New York, NY
- Participants
- 891
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,630,002
- Net assets (EOY)
- $46,630,002
- Employer contributions
- $3,004,970
- Participant contributions
- $3,916,963
- Total income / additions
- $12,798,077
- Benefits paid
- $10,744,872
- Administrative expenses
- $135,945
- Total expenses
- $10,952,139
- Net increase / (decrease)
- $1,845,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $115,332 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISOR | $0 | $48,138 |
| Retirement Management Services, LLC | CONTRACT ADMINISTRATOR | $20,613 | $2,571 |
| Wilshire Advisors LLC | INVESTMENT ADVISOR | $0 | $0 |