Envigo 401(K) Plan — Form 5500 plan (Envigo Rms, 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, Envigo 401(K) Plan is a benefit plan reported by Envigo Rms, LLC under EIN 84-1753840 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,300 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Envigo Rms, LLC
- EIN
- 84-1753840
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 1,300
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,300 | H, C | 20241014114849NAL0053370818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $52,333,702
Income & contributions
- Employer contributions
- $1,045,264
- Participant contributions
- $2,826,127
- Total contributions
- $4,266,959
- Total income / additions
- $6,566,040
Expenses & distributions
- Benefits paid
- $11,744,401
- Administrative expenses
- $91,487
- Total expenses
- $11,868,243
- Net increase / (decrease)
- -$5,302,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $49,967 | $0 | 2023 |
| Sageview Advisory Group | INVESTMENT ADVISOR | $40,019 | not reported in the loaded dataset | 2023 |
| Katz, Sapper & Miller, Llp | AUDITOR | $1,500 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Envigo Rms, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Transamerica Retirement Solutions — Schedule C compensation
- Sageview Advisory Group — Schedule C compensation
- Katz, Sapper & Miller, Llp — Schedule C compensation
- National Financial Services — Schedule C compensation