Fres-Co System Usa, Inc. Retirement Savings Plan — Form 5500 plan (Fres-Co System Usa 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, Fres-Co System Usa, Inc. Retirement Savings Plan is a benefit plan reported by Fres-Co System Usa Inc. under EIN 23-2056204 and plan number 001. The latest loaded filing year is 2023. The filing reports 647 participants and $55,558,140 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fres-Co System Usa Inc.
EIN
23-2056204
Plan number
001
Plan type
2
Location
Telford, PA
Latest filing year
2023
Participants
647
End-of-year plan assets
$55,558,140

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023647H, C20241007152800NAL0016334385001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,558,140
Total liabilities (EOY)
$0
Net assets (EOY)
$55,558,140
Net assets (BOY)
$49,941,174

Income & contributions

Employer contributions
$1,175,775
Participant contributions
$2,086,956
Total contributions
$3,272,314
Total income / additions
$11,629,527

Expenses & distributions

Benefits paid
$5,927,583
Administrative expenses
$84,978
Total expenses
$6,012,561
Net increase / (decrease)
$5,616,966

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$47,300$02023
Pnc Institutional Asset ManagementADVISOR$37,678not reported in the loaded dataset2023

Related Form 5500 pages