Living Your Best Retirement Life 401(K) Plan — Form 5500 plan (Kadiant, 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, Living Your Best Retirement Life 401(K) Plan is a benefit plan reported by Kadiant, LLC under EIN 83-3935694 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,455 participants and $7,983,794 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kadiant, LLC
- EIN
- 83-3935694
- Plan number
- 001
- Plan type
- 2
- Location
- Lakewood, NJ
- Latest filing year
- 2023
- Participants
- 1,455
- End-of-year plan assets
- $7,983,794
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,455 | H, C | 20241011085835NAL0022453729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,983,794
- Net assets (EOY)
- $7,983,794
- Net assets (BOY)
- $8,337,377
Income & contributions
- Employer contributions
- $29,753
- Participant contributions
- $1,021,314
- Total contributions
- $1,216,284
- Total income / additions
- $2,672,106
Expenses & distributions
- Benefits paid
- $2,902,470
- Administrative expenses
- $78,100
- Total expenses
- $3,025,689
- Net increase / (decrease)
- -$353,583
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $28,186 | $0 | 2023 |
| Burnham Gibson Welath Advisors LLC | ADVISOR | $21,155 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | INVESTMENT ADVISOR | $18,407 | $0 | 2023 |
| Fidelity Investmenys Institutional | RECORDKEEPER | $12,883 | $0 | 2023 |
| Intac Actuarial Services | CONTRACT ADMIN | $6,650 | $0 | 2023 |
| Ascensus Holdings Dba Futureplan | CONTRACT ADMIN | $0 | $2,179 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kadiant, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Lakewood, NJ
- Empower Annuity Insurance Company — Schedule C compensation
- Burnham Gibson Welath Advisors LLC — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Fidelity Investmenys Institutional — Schedule C compensation
- Intac Actuarial Services — Schedule C compensation
- Ascensus Holdings Dba Futureplan — Schedule C compensation