Nearu 401(K) Plan — Form 5500 plan (Adpd Holdings LLC D/B/A Nearu)
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, Nearu 401(K) Plan is a benefit plan reported by Adpd Holdings LLC D/B/A Nearu under EIN 83-4582451 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,867 participants and $18,863,522 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adpd Holdings LLC D/B/A Nearu
- EIN
- 83-4582451
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 2,867
- End-of-year plan assets
- $18,863,522
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,867 | H, C | 20250113142126NAL0018362833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,863,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,863,522
- Net assets (BOY)
- $10,695,773
Income & contributions
- Employer contributions
- $3,787,505
- Participant contributions
- $2,073,131
- Total contributions
- $7,484,155
- Total income / additions
- $9,931,947
Expenses & distributions
- Benefits paid
- $1,573,673
- Administrative expenses
- $148,306
- Total expenses
- $1,764,198
- Net increase / (decrease)
- $8,167,749
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $106,300 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,719 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $18,715 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Adpd Holdings LLC D/B/A Nearu
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation