Retirement Readiness For The Astin Companies — Form 5500 plan (Astin Executive Services, 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, Retirement Readiness For The Astin Companies is a benefit plan reported by Astin Executive Services, LLC under EIN 46-4471600 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $11,685,411 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Astin Executive Services, LLC
EIN
46-4471600
Plan number
001
Plan type
2
Location
College Station, TX
Latest filing year
2023
Participants
278
End-of-year plan assets
$11,685,411

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023278H, C20240909113349NAL0010306674001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,685,411
Total liabilities (EOY)
$0
Net assets (EOY)
$11,685,411
Net assets (BOY)
$10,391,191

Income & contributions

Employer contributions
$165,419
Participant contributions
$776,646
Total contributions
$942,065
Total income / additions
$2,772,916

Expenses & distributions

Benefits paid
$1,459,174
Administrative expenses
$16,185
Total expenses
$1,478,696
Net increase / (decrease)
$1,294,220

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$11,945$02023

Related Form 5500 pages