Ies Holdings, Inc Retirement Savings Plan — Form 5500 plan (Ies Holdings, Inc Retirement Savings Plan)
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, Ies Holdings, Inc Retirement Savings Plan is a benefit plan reported by Ies Holdings, Inc Retirement Savings Plan under EIN 76-0542208 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,485 participants and $175,633,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ies Holdings, Inc Retirement Savings Plan
- EIN
- 76-0542208
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 7,485
- End-of-year plan assets
- $175,633,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,485 | H, C | 20250108174330NAL0006143123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $175,633,652
- Total liabilities (EOY)
- $202,126
- Net assets (EOY)
- $175,431,526
- Net assets (BOY)
- $131,615,218
Income & contributions
- Employer contributions
- $5,666,933
- Participant contributions
- $16,448,361
- Total contributions
- $23,234,163
- Total income / additions
- $45,921,968
Expenses & distributions
- Benefits paid
- $13,583,396
- Administrative expenses
- $278,563
- Total expenses
- $14,074,503
- Net increase / (decrease)
- $31,847,465
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Institutional Plan Services | RECORDKEEPER | $135,880 | $0 | 2023 |
| Morgan Stanley | INVEST ADVISOR | $37,500 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors | INVEST ADVISOR | $17,659 | not reported in the loaded dataset | 2023 |
| Frazier & Deeter | AUDITOR | $17,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ies Holdings, Inc Retirement Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Voya Institutional Plan Services — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Voya Retirement Advisors — Schedule C compensation
- Frazier & Deeter — Schedule C compensation