2023 Form 5500 filing — School Specialty 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 20240926121647NAL0000414947001) for School Specialty 401(K) Plan, reported by School Specialty, LLC under EIN 85-2162684 and plan number 001. It reports 1,829 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926121647NAL0000414947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- School Specialty, LLC
- EIN
- 85-2162684
- Plan number
- 001
- Location
- Greenville, WI
- Participants
- 1,829
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,656,519
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,656,519
- Employer contributions
- $2,314,864
- Participant contributions
- $6,815,368
- Total income / additions
- $22,981,879
- Benefits paid
- $7,921,638
- Administrative expenses
- $223,655
- Total expenses
- $8,145,293
- Net increase / (decrease)
- $14,836,586
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $149,166 | $1,344 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $74,488 | $661 |
| Baker Tilly Virchow Krause, Llp | ACCOUNTANT | $0 | $17,316 |