Aeg Merit Holding Company 401(K) Plan — Form 5500 plan (Elevation Services Holdings Ii, 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, Aeg Merit Holding Company 401(K) Plan is a benefit plan reported by Elevation Services Holdings Ii, LLC under EIN 85-1154051 and plan number 001. The latest loaded filing year is 2023. The filing reports 891 participants and $46,630,002 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elevation Services Holdings Ii, LLC
- EIN
- 85-1154051
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 891
- End-of-year plan assets
- $46,630,002
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 891 | H, C | 20250710131954NAL0003519299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,630,002
- Net assets (EOY)
- $46,630,002
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $3,004,970
- Participant contributions
- $3,916,963
- Total contributions
- $8,531,899
- Total income / additions
- $12,798,077
Expenses & distributions
- Benefits paid
- $10,744,872
- Administrative expenses
- $135,945
- Total expenses
- $10,952,139
- Net increase / (decrease)
- $1,845,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $115,332 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISOR | $0 | $48,138 | 2023 |
| Retirement Management Services, LLC | CONTRACT ADMINISTRATOR | $20,613 | $2,571 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Elevation Services Holdings Ii, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Principal Life Insurance Company — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Retirement Management Services, LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation