2023 Form 5500 filing — The Kaiser Group (De), LLC 401(K) 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 20250814120009NAL0009077443001) for The Kaiser Group (De), LLC 401(K) Savings Plan, reported by The Kaiser Group (De), LLC under EIN 39-1354364 and plan number 001. It reports 635 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250814120009NAL0009077443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Kaiser Group (De), LLC
- EIN
- 39-1354364
- Plan number
- 001
- Location
- Waukesha, WI
- Participants
- 635
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $5,126
- Participant contributions
- $8,727
- Total income / additions
- $240,423
- Benefits paid
- $141,037
- Administrative expenses
- $8,279
- Total expenses
- $149,316
- Net increase / (decrease)
- $91,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $5,097 | not reported in the loaded dataset |
| Nova 401(K) Associates Lp | TPA | $1,460 | not reported in the loaded dataset |
| Edward D. Jones & Company | INVESTMENT ADVISORY | $1,015 | not reported in the loaded dataset |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $202 | not reported in the loaded dataset |