The Arcticom Group, LLC 401(K) Plan — Form 5500 plan (The Arcticom Group, 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, The Arcticom Group, LLC 401(K) Plan is a benefit plan reported by The Arcticom Group, LLC under EIN 82-1463967 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $10,388,316 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Arcticom Group, LLC
- EIN
- 82-1463967
- Plan number
- 001
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 356
- End-of-year plan assets
- $10,388,316
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 356 | H, C | 20240508095459NAL0014967427001 |
| 2023 | 878 | H, C | 20241011142340NAL0012590115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,382,255
- Net assets (EOY)
- $29,382,255
- Net assets (BOY)
- $20,866,342
Income & contributions
- Employer contributions
- $1,289,272
- Participant contributions
- $3,528,380
- Total contributions
- $6,659,016
- Total income / additions
- $10,656,327
Expenses & distributions
- Benefits paid
- $1,992,182
- Administrative expenses
- $110,231
- Total expenses
- $2,140,414
- Net increase / (decrease)
- $8,515,913
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $99,558 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $51,228 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23,690 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $16,959 | $0 | 2023 |
| Retirement Solution Group | CONTRACT ADMIN | $14,400 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $7,633 | $0 | 2023 |
| Lpl Financial, LLC | BROKER/ADVISO R | $0 | $5,621 | 2023 |
| Retirement Solution Group, LLC | CONTRACT ADMIN | $1,100 | $662 | 2023 |
| Empower Retirement Advisory Service | INVESTMENT MGMT | $958 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $793 | $0 | 2023 |
| Panagiotu Pension Advisors LLC | CONTRACT ADMIN | -$121 | $345 | 2023 |
| Advised Assets Group | INVESTMENT MANAGER | $67 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Arcticom Group, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Walnut Creek, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Retirement Solution Group — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Lpl Financial, LLC — Schedule C compensation
- Retirement Solution Group, LLC — Schedule C compensation
- Empower Retirement Advisory Service — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Panagiotu Pension Advisors LLC — Schedule C compensation
- Advised Assets Group — Schedule C compensation