Garrett Transportation I, Inc. 401(K) Plan — Form 5500 plan (Garrett Transportation I, 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, Garrett Transportation I, Inc. 401(K) Plan is a benefit plan reported by Garrett Transportation I, Inc. under EIN 82-4723195 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $24,186,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Garrett Transportation I, Inc.
- EIN
- 82-4723195
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $24,186,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20241009113955NAL0018235873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,186,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,186,555
- Net assets (BOY)
- $16,848,323
Income & contributions
- Employer contributions
- $1,771,390
- Participant contributions
- $3,288,833
- Total contributions
- $5,291,574
- Total income / additions
- $9,294,476
Expenses & distributions
- Benefits paid
- $1,835,773
- Administrative expenses
- $112,874
- Total expenses
- $1,956,244
- Net increase / (decrease)
- $7,338,232
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Domestic Holdings, | INVESTMENT ADVISOR | $60,243 | not reported in the loaded dataset | 2023 |
| Crowe Llp | ACCOUNTANT/AUDITOR | $38,625 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,319 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Garrett Transportation I, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- Morgan Stanley Domestic Holdings, — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation