Plan5500

Fives Retirement Savings Plan — Form 5500 plan (Fives 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, Fives Retirement Savings Plan is a benefit plan reported by Fives Inc. under EIN 38-3503183 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,153 participants and $295,463,894 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fives Inc.
EIN
38-3503183
Plan number
001
Plan type
2
Location
Farmington Hills, MI
Latest filing year
2023
Participants
2,153
End-of-year plan assets
$295,463,894

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,153H, C20241011103714NAL0021684881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$295,463,894
Total liabilities (EOY)
$0
Net assets (EOY)
$295,463,894
Net assets (BOY)
$260,475,372

Income & contributions

Employer contributions
$6,701,668
Participant contributions
$14,151,286
Total contributions
$22,485,996
Total income / additions
$63,556,391

Expenses & distributions

Benefits paid
$28,421,667
Administrative expenses
$145,929
Total expenses
$28,567,869
Net increase / (decrease)
$34,988,522

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$80,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$45,929$02023
Gbq Partners LLCACCOUNTANT/AUDITOR$20,000not reported in the loaded dataset2023

Related Form 5500 pages