2023 Form 5500 filing — Glenn Rieder, LLC 401(K) Savings 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 20240924104035NAL0012666641001) for Glenn Rieder, LLC 401(K) Savings Plan, reported by Glenn Rieder, LLC under EIN 39-1048479 and plan number 001. It reports 290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924104035NAL0012666641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Glenn Rieder, LLC
- EIN
- 39-1048479
- Plan number
- 001
- Location
- West Allis, WI
- Participants
- 290
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,347,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,347,530
- Employer contributions
- $720,824
- Participant contributions
- $1,355,879
- Total income / additions
- $4,651,780
- Benefits paid
- $1,614,575
- Administrative expenses
- $78,663
- Total expenses
- $1,693,238
- Net increase / (decrease)
- $2,958,542
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors, Inc. | NONE | $46,557 | not reported in the loaded dataset |
| Cpi Qualified Plan Consultants, Inc | NONE | $32,106 | not reported in the loaded dataset |