Plan5500

Benefit Resource, LLC 401(K) Retirement Plan — Form 5500 plan (Benefit Resource, 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, Benefit Resource, LLC 401(K) Retirement Plan is a benefit plan reported by Benefit Resource, LLC under EIN 16-1428488 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $13,214,865 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Benefit Resource, LLC
EIN
16-1428488
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
256
End-of-year plan assets
$13,214,865

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023256H, C20240829051920NAL0013136529001
2023269H, C20241211212403NAL0011899761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$13,214,865

Income & contributions

Total contributions
$27,171
Total income / additions
$554,673

Expenses & distributions

Benefits paid
$568,679
Administrative expenses
$595
Total expenses
$569,274
Net increase / (decrease)
-$14,601

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$25,167$02023
Alesco Advisors LLCINVESTMENT/FINANCIAL ADVI$16,429$02023
Adp, Inc.RECORD KEEPER$9,307$02023
Alesco Advisors LLCINVESTMENT/FINANCIAL ADVI$7,413$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages