Freshrealm Retirement Plan — Form 5500 plan (Freshrealm 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, Freshrealm Retirement Plan is a benefit plan reported by Freshrealm LLC under EIN 46-1778505 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $5,007,904 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5MPlan net assets, end of year$5,007,904
Participants277Covered participants reported
Assets / participant$18.1KComputed: assets ÷ participants$18,079 (computed)
Provider compensation$62.6K3 Schedule C provider row(s)$62,627
- Plan sponsor
- Freshrealm LLC
- EIN
- 46-1778505
- Plan number
- 001
- Plan type
- 2
- Location
- Lancaster, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20241008055414NAL0029199408001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5M total assets
Net assets$5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,007,904
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,007,904
- Net assets (BOY)
- $3,261,933
Income & contributions
- Employer contributions
- $376,865
- Participant contributions
- $1,287,114
- Total contributions
- $1,759,244
- Total income / additions
- $2,450,310
Expenses & distributions
- Benefits paid
- $634,544
- Administrative expenses
- $62,629
- Total expenses
- $704,339
- Net increase / (decrease)
- $1,745,971
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
23%77%
Employer 23%Participant 77%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $43,822 | $0 | 2023 |
| Gallagher Benefit Services | CONSULTANT | $13,518 | $0 | 2023 |
| Oppenheimer & Co. Inc. | INVESTMENT/FINANCIAL ADVI | $5,287 | $0 | 2023 |