Plan5500

Ldrv Holdings Corp. 401(K) Plan — Form 5500 plan (Ldrv Holdings Corp.)

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, Ldrv Holdings Corp. 401(K) Plan is a benefit plan reported by Ldrv Holdings Corp. under EIN 27-1491488 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,661 participants and $35,894,690 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35.9MPlan net assets, end of year$35,894,690
Participants1.7KCovered participants reported1,661
Assets / participant$21.6KComputed: assets ÷ participants$21,610 (computed)
Provider compensation$231K3 Schedule C provider row(s)$231,011
Plan sponsor
Ldrv Holdings Corp.
EIN
27-1491488
Plan number
003
Plan type
2
Location
Tampa, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,661 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$35.9M total assets
Net assets$35.9MLiabilities$0
Money in vs. money out
Total income / additions$12.1M
Total expenses$8.1M
Benefits paid / distributions$7.8M
Contributions
Employer$1.2M
Participant$5.2M
Full reported line items

Net assets

Total assets (EOY)
$35,894,690
Total liabilities (EOY)
$0
Net assets (EOY)
$35,894,690
Net assets (BOY)
$31,909,383

Income & contributions

Employer contributions
$1,204,047
Participant contributions
$5,171,463
Total contributions
$6,967,884
Total income / additions
$12,068,764

Expenses & distributions

Benefits paid
$7,811,886
Administrative expenses
$231,011
Total expenses
$8,083,457
Net increase / (decrease)
$3,985,307
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 19%Participant 81%
Total expenses ÷ net assets23%Computed ratio
Benefits paid ÷ total income65%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$148.7K
    RECORDKEEPER · Direct $148.7K · Indirect $0
  2. 2
    Gallagher Benefit Services, Inc.$50K
    INVESTMENT ADVISOR · Direct $50K
  3. 3
    Berman Hopkins Wright & Laham, Llp$32.3K
    ACCOUNTANT/AUDITOR · Direct $32.3K

What to inspect next

Frequently asked questions

Who sponsors the Ldrv Holdings Corp. 401(K) Plan?
Ldrv Holdings Corp. 401(K) Plan is reported as sponsored by Ldrv Holdings Corp. (EIN 27-1491488, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ldrv Holdings Corp. 401(K) Plan?
The latest Form 5500 filing year loaded for Ldrv Holdings Corp. 401(K) Plan is 2023.
How many participants does Ldrv Holdings Corp. 401(K) Plan report?
Ldrv Holdings Corp. 401(K) Plan reports 1,661 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ldrv Holdings Corp. 401(K) Plan?
Ldrv Holdings Corp. 401(K) Plan reports $35,894,690 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages