Cordental Group Management, LLC 401(K) Plan — Form 5500 plan (Cordental Group Management, 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, Cordental Group Management, LLC 401(K) Plan is a benefit plan reported by Cordental Group Management, LLC under EIN 38-4036446 and plan number 001. The latest loaded filing year is 2023. The filing reports 706 participants and $25,524,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cordental Group Management, LLC
- EIN
- 38-4036446
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 706
- End-of-year plan assets
- $25,524,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 706 | H, C | 20240920121627NAL0015388642001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,524,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,524,764
- Net assets (BOY)
- $20,449,332
Income & contributions
- Employer contributions
- $500,791
- Participant contributions
- $2,809,689
- Total contributions
- $3,769,003
- Total income / additions
- $7,228,700
Expenses & distributions
- Benefits paid
- $2,007,432
- Administrative expenses
- $142,327
- Total expenses
- $2,153,268
- Net increase / (decrease)
- $5,075,432
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus Holdings | CONTRACT ADMIN | $49,581 | not reported in the loaded dataset | 2023 |
| Hauser Retirement Solutions 2 LLC | INVESTMENT ADVISOR | $44,110 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $34,856 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,622 | not reported in the loaded dataset | 2023 |
| Cordental Group Management | OTHER | $6 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cordental Group Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Ascensus Holdings — Schedule C compensation
- Hauser Retirement Solutions 2 LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Cordental Group Management — Schedule C compensation