Plan5500

Ardex, L.P. 401(K) Plan — Form 5500 plan (Ardex, L.P.)

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, Ardex, L.P. 401(K) Plan is a benefit plan reported by Ardex, L.P. under EIN 20-0505554 and plan number 001. The latest loaded filing year is 2023. The filing reports 403 participants and $45,865,287 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ardex, L.P.
EIN
20-0505554
Plan number
001
Plan type
2
Location
Aliquippa, PA
Latest filing year
2023
Participants
403
End-of-year plan assets
$45,865,287

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023403H, C20240909071926NAL0005190497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,865,287
Total liabilities (EOY)
$0
Net assets (EOY)
$45,865,287
Net assets (BOY)
$40,899,424

Income & contributions

Employer contributions
$1,022,820
Participant contributions
$2,265,298
Total contributions
$3,289,817
Total income / additions
$10,414,069

Expenses & distributions

Benefits paid
$5,342,731
Administrative expenses
$105,475
Total expenses
$5,448,206
Net increase / (decrease)
$4,965,863

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MmcscINVESTMENT ADVISOR$40,000not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$31,521not reported in the loaded dataset2023
Ardex LpOTHER$25,142not reported in the loaded dataset2023
Grossman Yanak & Ford LlpAUDITOR$8,812not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages