Coadvantage Corporation Retirement Savings Plan — Form 5500 plan (Coadvantage Corporation)
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, Coadvantage Corporation Retirement Savings Plan is a benefit plan reported by Coadvantage Corporation under EIN 27-3007025 and plan number 333. The latest loaded filing year is 2023. The filing reports 96,262 participants and $1,039,628,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coadvantage Corporation
- EIN
- 27-3007025
- Plan number
- 333
- Plan type
- 3
- Location
- Bradenton, FL
- Latest filing year
- 2023
- Participants
- 96,262
- End-of-year plan assets
- $1,039,628,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 96,262 | H, C | 20241015160023NAL0016822419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,039,628,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,039,628,826
- Net assets (BOY)
- $851,341,082
Income & contributions
- Employer contributions
- $37,929,392
- Participant contributions
- $100,639,524
- Total contributions
- $156,358,773
- Total income / additions
- $310,222,216
Expenses & distributions
- Benefits paid
- $108,451,945
- Administrative expenses
- $2,671,151
- Total expenses
- $111,796,490
- Net increase / (decrease)
- $198,425,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $1,531,007 | $0 | 2023 |
| Coadvantage Resources, Inc. | PROFESSIONAL SERVICES | $759,177 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Consulting Services | INVESTMENT ADVISOR | $275,000 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | OTHER | $65,625 | not reported in the loaded dataset | 2023 |
| Winston & Strawn, Llp | LEGAL | $32,940 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $6,602 | not reported in the loaded dataset | 2023 |
| Qdro Consultants, LLC | OTHER | $800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coadvantage Corporation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Bradenton, FL
- Empower Annuity Insurance Co — Schedule C compensation
- Coadvantage Resources, Inc. — Schedule C compensation
- Merrill Lynch Consulting Services — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Winston & Strawn, Llp — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Qdro Consultants, LLC — Schedule C compensation