Linedata Services 401(K) Plan — Form 5500 plan (Linedata Services, Inc.)

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, Linedata Services 401(K) Plan is a benefit plan reported by Linedata Services, Inc. under EIN 04-2905489 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $54,804,923 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Linedata Services, Inc.
EIN
04-2905489
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
326
End-of-year plan assets
$54,804,923

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023326H, C20240924131522NAL0004714019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,804,923
Total liabilities (EOY)
$0
Net assets (EOY)
$54,804,923
Net assets (BOY)
$45,557,016

Income & contributions

Employer contributions
$639,577
Participant contributions
$2,384,873
Total contributions
$3,127,501
Total income / additions
$12,328,493

Expenses & distributions

Benefits paid
$3,094,818
Administrative expenses
-$14,232
Total expenses
$3,080,586
Net increase / (decrease)
$9,247,907

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Benefit Services, Inc.INVESTMENT ADVISOR$36,572not reported in the loaded dataset2023
Triad Advisors LLCADVISOR$0$7,5142023
Fidelity Investments InstitutionalRECORDKEEPER-$50,804$02023

Related Form 5500 pages