Ilitch Holdings 401(K) Plan — Form 5500 plan (Ilitch Holdings, 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, Ilitch Holdings 401(K) Plan is a benefit plan reported by Ilitch Holdings, Inc. under EIN 38-3357937 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,150 participants and $261,587,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ilitch Holdings, Inc.
- EIN
- 38-3357937
- Plan number
- 002
- Plan type
- 3
- Location
- Detroit, MI
- Latest filing year
- 2023
- Participants
- 5,150
- End-of-year plan assets
- $261,587,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,150 | H, C | 20241015140006NAL0056523970001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $261,587,301
- Total liabilities (EOY)
- $441,521
- Net assets (EOY)
- $261,145,780
- Net assets (BOY)
- $212,426,469
Income & contributions
- Employer contributions
- $6,632,324
- Participant contributions
- $20,035,936
- Total contributions
- $29,434,836
- Total income / additions
- $71,446,969
Expenses & distributions
- Benefits paid
- $22,184,380
- Administrative expenses
- $270,646
- Total expenses
- $22,727,658
- Net increase / (decrease)
- $48,719,311
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Thompson-Hine | ATTORNEY/LEGAL | $165,983 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors LLC | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $25,163 | $0 | 2023 |
| Rehmann Robson | ACCOUNTANT/AUDITOR | $19,500 | not reported in the loaded dataset | 2023 |
| Raymond James Financial Advisors | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ilitch Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Detroit, MI
- Thompson-Hine — Schedule C compensation
- Concurrent Investment Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Rehmann Robson — Schedule C compensation
- Raymond James Financial Advisors — Schedule C compensation