Sirva Employee Savings Plan And Trust - 401(K) Plan — Form 5500 plan (North American Van Lines, Inc.)

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, Sirva Employee Savings Plan And Trust - 401(K) Plan is a benefit plan reported by North American Van Lines, Inc. under EIN 52-1840893 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,556 participants and $174,574,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North American Van Lines, Inc.
EIN
52-1840893
Plan number
001
Plan type
2
Location
Oakbrook Terrace, IL
Latest filing year
2023
Participants
1,556
End-of-year plan assets
$174,574,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,556H, C20240822151445NAL0003115779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$174,574,654
Total liabilities (EOY)
$0
Net assets (EOY)
$174,574,654
Net assets (BOY)
$96,357,257

Income & contributions

Employer contributions
$2,978,174
Participant contributions
$8,096,760
Total contributions
$11,507,637
Total income / additions
$34,107,951

Expenses & distributions

Benefits paid
$20,858,038
Administrative expenses
$115,974
Total expenses
$20,964,997
Net increase / (decrease)
$13,142,954

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$88,024$02023
Strategic Advisors, Inc.ADVISOR$28,080not reported in the loaded dataset2023

Related Form 5500 pages