Claremont Companies, LLC 401(K) Retirement Plan — Form 5500 plan (Claremont Companies, LLC)

Plain-English plan 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, Claremont Companies, LLC 401(K) Retirement Plan is a benefit plan reported by Claremont Companies, LLC under EIN 04-2795779 and plan number 001. The latest loaded filing year is 2023. The filing reports 487 participants and $9,753,204 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Claremont Companies, LLC
EIN
04-2795779
Plan number
001
Plan type
2
Location
Bridgewater, MA
Latest filing year
2023
Participants
487
End-of-year plan assets
$9,753,204

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023487H, C20241004104658NAL0005635651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,753,204
Total liabilities (EOY)
$0
Net assets (EOY)
$9,753,204
Net assets (BOY)
$7,554,812

Income & contributions

Employer contributions
$440,006
Participant contributions
$968,564
Total contributions
$1,433,007
Total income / additions
$2,907,635

Expenses & distributions

Benefits paid
$628,926
Administrative expenses
$78,894
Total expenses
$709,243
Net increase / (decrease)
$2,198,392

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$37,391$02023
Gallagher Benefit Services Inc DbaINVESTMENT ADVISOR$20,751not reported in the loaded dataset2023

Related Form 5500 pages