Vontier Retirement Savings Plan And Vontier Union Retirement Savings Plan Master Trust — Form 5500 plan (Vontier Business Services 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, Vontier Retirement Savings Plan And Vontier Union Retirement Savings Plan Master Trust is a benefit plan reported by Vontier Business Services LLC under EIN 85-2604205 and plan number 003. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $451,030,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vontier Business Services LLC
- EIN
- 85-2604205
- Plan number
- 003
- Plan type
- 4
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $451,030,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241007083840NAL0025774848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $451,030,181
- Total liabilities (EOY)
- $13,979
- Net assets (EOY)
- $451,016,202
- Net assets (BOY)
- $376,717,407
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $70,285,072
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $58,323
- Total expenses
- $58,323
- Net increase / (decrease)
- $70,226,749
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 | 2023 |