Marketwise Solutions LLC Savings And Retirement Plan — Form 5500 plan (Marketwise 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, Marketwise Solutions LLC Savings And Retirement Plan is a benefit plan reported by Marketwise Solutions LLC under EIN 35-2622970 and plan number 001. The latest loaded filing year is 2023. The filing reports 903 participants and $67,626,836 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marketwise Solutions LLC
- EIN
- 35-2622970
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 903
- End-of-year plan assets
- $67,626,836
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 903 | H, C | 20241009142026NAL0037311074001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,626,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,626,836
- Net assets (BOY)
- $51,336,652
Income & contributions
- Employer contributions
- $2,070,930
- Participant contributions
- $6,385,136
- Total contributions
- $8,798,484
- Total income / additions
- $19,809,335
Expenses & distributions
- Benefits paid
- $3,449,534
- Administrative expenses
- $67,943
- Total expenses
- $3,519,151
- Net increase / (decrease)
- $16,290,184
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W Baird & Co | ADVISOR | $47,926 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $20,409 | $0 | 2023 |