Claro Enterprise Solutions LLC Retirement Savings Plan — Form 5500 plan (Claro Enterprise Solutions 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, Claro Enterprise Solutions LLC Retirement Savings Plan is a benefit plan reported by Claro Enterprise Solutions LLC under EIN 76-0532710 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $27,109,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Claro Enterprise Solutions LLC
- EIN
- 76-0532710
- Plan number
- 001
- Plan type
- 2
- Location
- Miramar, FL
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $27,109,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20241008161648NAL0017964225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,109,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,109,894
- Net assets (BOY)
- $20,446,042
Income & contributions
- Employer contributions
- $587,251
- Participant contributions
- $1,971,445
- Total contributions
- $2,888,251
- Total income / additions
- $7,426,760
Expenses & distributions
- Benefits paid
- $742,981
- Administrative expenses
- $19,927
- Total expenses
- $762,908
- Net increase / (decrease)
- $6,663,852
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $8,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,456 | $0 | 2023 |