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Filters:EIN 362469413 Clear all

Companies

companyTopel Forman, L.L.C.
$26.1Mreported plan assets
EIN: 36-2469413Location: ILPlans: 2Participants: 315Latest: 2023
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Plans

planTopel Forman, L.L.C. Employees' Savings Opportunity PlanFinancial statementProvider compensation2023 filing
$26.1Mreported assets (EOY)
Sponsor: Topel Forman, L.L.C.EIN: 36-2469413Plan: 002Participants: 190Assets: $26,071,061Net assets: $26.1MAssets / participant: $137.2KLocation: Chicago, ILLatest: 2023
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planTopel Forman L.L.C.2023 filing
Sponsor: Topel Forman, L.L.C.EIN: 36-2469413Plan: 501Participants: 125Assets: not reported in the loaded datasetLocation: Chicago, ILLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Topel Forman, L.L.C. Employees' Savings Opportunity Plan
Sponsor: Topel Forman, L.L.C.EIN: 36-2469413Plan: 002Ack ID: 20241010121223NAL0020951409001
filing2023 Form 5500 — Topel Forman L.L.C.
Sponsor: Topel Forman, L.L.C.EIN: 36-2469413Plan: 501Ack ID: 20240521134637NAL0002594737001