Smiledirectclub 401(K) Plan — Form 5500 plan (Smiledirectclub, 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, Smiledirectclub 401(K) Plan is a benefit plan reported by Smiledirectclub, LLC under EIN 47-1363956 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,935 participants and $33,615,049 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smiledirectclub, LLC
EIN
47-1363956
Plan number
001
Plan type
2
Location
Pearland, TX
Latest filing year
2023
Participants
1,935
End-of-year plan assets
$33,615,049

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,935H, C20241003091011NAL0019286530001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,615,049
Total liabilities (EOY)
$0
Net assets (EOY)
$33,615,049
Net assets (BOY)
$31,233,141

Income & contributions

Employer contributions
$1,526,021
Participant contributions
$4,468,308
Total contributions
$6,126,032
Total income / additions
$12,688,905

Expenses & distributions

Benefits paid
$10,129,381
Administrative expenses
$124,062
Total expenses
$10,306,997
Net increase / (decrease)
$2,381,908

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$99,062$02023
Kestra Investment Services, LLCADVISOR$25,000not reported in the loaded dataset2023

Related Form 5500 pages