Plan5500

Amway Retirement Savings Plan — Form 5500 plan (Alticor Inc.)

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, Amway Retirement Savings Plan is a benefit plan reported by Alticor Inc. under EIN 38-1736584 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,127 participants and $1,235,370,422 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alticor Inc.
EIN
38-1736584
Plan number
002
Plan type
2
Location
Ada, MI
Latest filing year
2023
Participants
5,127
End-of-year plan assets
$1,235,370,422

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,127H, C20241007161114NAL0016403761003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,235,370,422
Net assets (EOY)
$1,235,370,422
Net assets (BOY)
$1,119,399,134

Income & contributions

Employer contributions
$34,808,398
Participant contributions
$31,292,249
Total contributions
$69,932,058
Total income / additions
$256,324,027

Expenses & distributions

Benefits paid
$139,954,230
Administrative expenses
$421,029
Total expenses
$140,352,739
Net increase / (decrease)
$115,971,288

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, IncADVISOR$216,925not reported in the loaded dataset2023
Fidelity Inv Inst Operations CoRECORDKEEPER$204,104$02023

Related Form 5500 pages