2023 Form 5500 filing — Cordental Group Management, 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 20240920121627NAL0015388642001) for Cordental Group Management, LLC 401(K) Plan, reported by Cordental Group Management, LLC under EIN 38-4036446 and plan number 001. It reports 706 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920121627NAL0015388642001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cordental Group Management, LLC
- EIN
- 38-4036446
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 706
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,524,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,524,764
- Employer contributions
- $500,791
- Participant contributions
- $2,809,689
- Total income / additions
- $7,228,700
- Benefits paid
- $2,007,432
- Administrative expenses
- $142,327
- Total expenses
- $2,153,268
- Net increase / (decrease)
- $5,075,432
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus Holdings | CONTRACT ADMIN | $49,581 | not reported in the loaded dataset |
| Hauser Retirement Solutions 2 LLC | INVESTMENT ADVISOR | $44,110 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $34,856 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,622 | not reported in the loaded dataset |
| Cordental Group Management | OTHER | $6 | not reported in the loaded dataset |