Plan5500

Alliance Residential Realty 401(K) Plan — Form 5500 plan (Alliance Residential Realty 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, Alliance Residential Realty 401(K) Plan is a benefit plan reported by Alliance Residential Realty LLC under EIN 84-4560797 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,250 participants and $80,808,886 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alliance Residential Realty LLC
EIN
84-4560797
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
2,250
End-of-year plan assets
$80,808,886

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,250H, C20240730124434NAL0013385123002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,808,886
Net assets (EOY)
$80,808,886
Net assets (BOY)
$67,569,044

Income & contributions

Employer contributions
$1,385,749
Participant contributions
$6,864,645
Total contributions
$8,619,440
Total income / additions
$20,481,878

Expenses & distributions

Benefits paid
$6,999,695
Administrative expenses
$242,341
Total expenses
$7,242,036
Net increase / (decrease)
$13,239,842

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$158,722$02023
Merrill Lynch, Pierce, Fenner & SmiINVESTMENT ADVISOR$69,736not reported in the loaded dataset2023
Evers Robinson LtdAUDITOR$12,500not reported in the loaded dataset2023

Related Form 5500 pages