2023 Form 5500 filing — Blue River Petcare Group, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240827091141NAL0005992899001) for Blue River Petcare Group, LLC 401(K) Plan, reported by Blue River Petcare Group, LLC under EIN 35-2489124 and plan number 101. It reports 3,032 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827091141NAL0005992899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue River Petcare Group, LLC
- EIN
- 35-2489124
- Plan number
- 101
- Location
- Chicago, IL
- Participants
- 3,032
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,447,262
- Total liabilities (EOY)
- $4,113
- Net assets (EOY)
- $50,443,149
- Employer contributions
- $3,191,450
- Participant contributions
- $8,618,668
- Total income / additions
- $21,733,117
- Benefits paid
- $2,866,502
- Administrative expenses
- $214,629
- Total expenses
- $3,282,887
- Net increase / (decrease)
- $18,450,230
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | FINANCIAL ADVISOR | $117,612 | not reported in the loaded dataset |
| Alliance Pension Consultants, LLC | RECORDKEEPER | $97,015 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $2 | $14,773 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 |