Transwestern 401(K) Plan — Form 5500 plan (Transwestern Commercial Services 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, Transwestern 401(K) Plan is a benefit plan reported by Transwestern Commercial Services LLC under EIN 36-4232023 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,568 participants and $228,071,741 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transwestern Commercial Services LLC
- EIN
- 36-4232023
- Plan number
- 001
- Plan type
- 3
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 2,568
- End-of-year plan assets
- $228,071,741
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,568 | H, C | 20241011084328NAL0043083314001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $228,071,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $228,071,741
- Net assets (BOY)
- $185,632,453
Income & contributions
- Employer contributions
- $2,757,021
- Participant contributions
- $15,370,208
- Total contributions
- $25,195,132
- Total income / additions
- $62,285,923
Expenses & distributions
- Benefits paid
- $19,696,332
- Administrative expenses
- $118,661
- Total expenses
- $19,846,635
- Net increase / (decrease)
- $42,439,288
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $84,181 | not reported in the loaded dataset | 2023 |
| Mitchell & Titus, Ll | ACCOUNTANT/AUDITOR | $25,000 | not reported in the loaded dataset | 2023 |
| Marcado Asset Management, LLC | CONSULTANT | $21,667 | not reported in the loaded dataset | 2023 |
| Haynes & Boone, Llp | ATTORNEY/LEGAL | $14,250 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$26,327 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Transwestern Commercial Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Strategic Advisors, Inc. — Schedule C compensation
- Mitchell & Titus, Ll — Schedule C compensation
- Marcado Asset Management, LLC — Schedule C compensation
- Haynes & Boone, Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation