Eseclending Retirement Savings Plan — Form 5500 plan (Securities Finance Trust Company)
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, Eseclending Retirement Savings Plan is a benefit plan reported by Securities Finance Trust Company under EIN 46-3307340 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $15,365,383 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.4MPlan net assets, end of year$15,365,383
Participants124Covered participants reported
Assets / participant$123.9KComputed: assets ÷ participants$123,914 (computed)
Provider compensation$13.7K2 Schedule C provider row(s)$13,702
- Plan sponsor
- Securities Finance Trust Company
- EIN
- 46-3307340
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20240729093408NAL0010909411001 |
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)$15.4M total assets
Net assets$15.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,365,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,365,383
- Net assets (BOY)
- $13,001,161
Income & contributions
- Employer contributions
- $203,814
- Participant contributions
- $1,040,843
- Total contributions
- $1,461,469
- Total income / additions
- $3,902,583
Expenses & distributions
- Benefits paid
- $1,513,650
- Administrative expenses
- $13,702
- Total expenses
- $1,538,361
- Net increase / (decrease)
- $2,364,222
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.
16%84%
Employer 16%Participant 84%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pinnacle Pension Consultants LLC | ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$6,298 | $0 | 2023 |