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, Aldrich Retirement Plan is a benefit plan reported by Akt Services, Llp under EIN 93-1316075 and plan number 002. The latest loaded filing year is 2023. The filing reports 565 participants and $98,256,094 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,256,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,256,094
- Net assets (BOY)
- $90,340,013
Income & contributions
- Employer contributions
- $3,615,339
- Participant contributions
- $4,017,784
- Total contributions
- $8,190,464
- Total income / additions
- $22,588,563
Expenses & distributions
- Benefits paid
- $14,614,309
- Administrative expenses
- $3,324
- Total expenses
- $14,672,482
- Net increase / (decrease)
- $7,916,081