Plan5500

Adenza, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Adenza, Inc.)

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, Adenza, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Adenza, Inc. under EIN 94-3277822 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $56,866,974 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adenza, Inc.
EIN
94-3277822
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
248
End-of-year plan assets
$56,866,974

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023248H, C20241014095530NAL0045535024001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,866,974
Total liabilities (EOY)
$0
Net assets (EOY)
$56,866,974
Net assets (BOY)
$37,467,083

Income & contributions

Employer contributions
$823,409
Participant contributions
$3,771,439
Total contributions
$5,419,962
Total income / additions
$13,994,401

Expenses & distributions

Benefits paid
$5,634,663
Administrative expenses
$94,697
Total expenses
$5,729,360
Net increase / (decrease)
$8,265,041

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliant Retirement ServicesADVISOR$45,107not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$41,141$02023
Strategic Advisors, Inc.ADVISOR$8,449not reported in the loaded dataset2023

Related Form 5500 pages