2023 Form 5500 filing — Aisin Retirement Security 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 20250826103211NAL0008614993001) for Aisin Retirement Security Plan, reported by Aisin Holdings Of America, Inc. under EIN 95-2661290 and plan number 001. It reports 9,028 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250826103211NAL0008614993001
Filing year
2023
Form type
3
Plan sponsor
Aisin Holdings Of America, Inc.
EIN
95-2661290
Plan number
001
Location
Seymour, IN
Participants
9,028
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$475,940,960
Total liabilities (EOY)
$0
Net assets (EOY)
$475,940,960
Employer contributions
$17,791,703
Participant contributions
$30,362,108
Total income / additions
$139,227,258
Benefits paid
$36,065,745
Administrative expenses
$744,500
Total expenses
$36,936,722
Net increase / (decrease)
$102,290,536
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$504,994$0
Strategic Advisors, Inc.ADVISOR$172,273not reported in the loaded dataset
Sageview Advisory Group, LLCCONSULT/INVESTM ADVISOR$51,358not reported in the loaded dataset
Blue & Co. LLCACCOUNTANT/AUDITOR$15,875not reported in the loaded dataset

Related Form 5500 pages