Aderans Usa Savings & Retirement Plan — Form 5500 plan (Bosley, 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, Aderans Usa Savings & Retirement Plan is a benefit plan reported by Bosley, Inc. under EIN 95-4233663 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,946 participants and $68,999,343 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bosley, Inc.
- EIN
- 95-4233663
- Plan number
- 002
- Plan type
- 2
- Location
- Beverly Hills, CA
- Latest filing year
- 2023
- Participants
- 1,946
- End-of-year plan assets
- $68,999,343
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,946 | H, C | 20240805111141NAL0000687859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,999,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,999,343
- Net assets (BOY)
- $59,246,391
Income & contributions
- Employer contributions
- $1,056,902
- Participant contributions
- $5,834,499
- Total contributions
- $7,258,099
- Total income / additions
- $16,692,438
Expenses & distributions
- Benefits paid
- $6,567,045
- Administrative expenses
- $328,369
- Total expenses
- $6,939,486
- Net increase / (decrease)
- $9,752,952
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $92,358 | not reported in the loaded dataset | 2023 |
| Pasadena Private Wealth LLC | INVESTMENT ADVISOR | $90,664 | not reported in the loaded dataset | 2023 |
| Fiduciary Outsourcing LLC | CONTRACT ADMIN | $57,405 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $49,631 | $0 | 2023 |
| Farber Hass Hurley Llp | AUDITOR | $24,400 | not reported in the loaded dataset | 2023 |
| Trucker Huss | ATTORNEY | $13,911 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bosley, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Beverly Hills, CA
- Empower Advisory Group, LLC — Schedule C compensation
- Pasadena Private Wealth LLC — Schedule C compensation
- Fiduciary Outsourcing LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Farber Hass Hurley Llp — Schedule C compensation
- Trucker Huss — Schedule C compensation