Pyramid Advisors 401(K) Plan — Form 5500 plan (Pyramid Advisors Limited Partnership)
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, Pyramid Advisors 401(K) Plan is a benefit plan reported by Pyramid Advisors Limited Partnership under EIN 04-3505086 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,518 participants and $203,187,772 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pyramid Advisors Limited Partnership
- EIN
- 04-3505086
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 7,518
- End-of-year plan assets
- $203,187,772
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,518 | H, C | 20241015131832NAL0029760545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $203,187,772
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $203,187,772
- Net assets (BOY)
- $99,392,435
Income & contributions
- Employer contributions
- $5,692,211
- Participant contributions
- $19,205,416
- Total contributions
- $31,006,794
- Total income / additions
- $58,434,987
Expenses & distributions
- Benefits paid
- $23,589,309
- Administrative expenses
- $378,553
- Total expenses
- $24,568,321
- Net increase / (decrease)
- $33,866,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $186,374 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $127,709 | not reported in the loaded dataset | 2023 |
| Bennett Thrasher | ACCOUNTANT/AUDITOR | $32,550 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer Pllc | ACCOUNTANT/AUDITOR | $9,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pyramid Advisors Limited Partnership
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Fidelity Investments Institutional — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Bennett Thrasher — Schedule C compensation
- Caron & Bletzer Pllc — Schedule C compensation