2023 Form 5500 filing — Benefit Resource, LLC 401(K) Retirement 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 20240829051920NAL0013136529001) for Benefit Resource, LLC 401(K) Retirement Plan, reported by Benefit Resource, LLC under EIN 16-1428488 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829051920NAL0013136529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Benefit Resource, LLC
- EIN
- 16-1428488
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $554,673
- Benefits paid
- $568,679
- Administrative expenses
- $595
- Total expenses
- $569,274
- Net increase / (decrease)
- -$14,601
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $25,167 | $0 |
| Alesco Advisors LLC | INVESTMENT/FINANCIAL ADVI | $16,429 | $0 |
| Adp, Inc. | RECORD KEEPER | $9,307 | $0 |
| Alesco Advisors LLC | INVESTMENT/FINANCIAL ADVI | $7,413 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |