Employee Benefit Plan Of Fearless Solutions, LLC — Form 5500 plan (Fearless Solutions, 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, Employee Benefit Plan Of Fearless Solutions, LLC is a benefit plan reported by Fearless Solutions, LLC under EIN 26-4196689 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $18,342,437 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fearless Solutions, LLC
EIN
26-4196689
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
344
End-of-year plan assets
$18,342,437

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023344H, C20250811133838NAL0006642563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,342,437
Total liabilities (EOY)
$0
Net assets (EOY)
$18,342,437
Net assets (BOY)
$10,618,230

Income & contributions

Employer contributions
$1,155,585
Participant contributions
$2,242,224
Total contributions
$5,774,679
Total income / additions
$8,519,203

Expenses & distributions

Benefits paid
$727,129
Administrative expenses
$67,867
Total expenses
$794,996
Net increase / (decrease)
$7,724,207

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$36,543$02023
Merrill Lynch Pierce Fenner & SmithCONSULTANT$31,324$162023
Coastal Pension Services LLCCONTRACT ADMINISTRATOR$0$5,3912023

Related Form 5500 pages