2023 Form 5500 filing — Us Retail, Inc. 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 20241001122553NAL0006703921001) for Us Retail, Inc. 401(K) Plan, reported by Coach Road Capital, LLC under EIN 86-2859607 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001122553NAL0006703921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coach Road Capital, LLC
- EIN
- 86-2859607
- Plan number
- 001
- Location
- Spring Lake, MI
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,118,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,118,954
- Employer contributions
- $33,334
- Participant contributions
- $191,488
- Total income / additions
- $402,890
- Benefits paid
- $142,800
- Administrative expenses
- $12,229
- Total expenses
- $172,527
- Net increase / (decrease)
- $230,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,746 | $0 |
| Principal Securities Inc | BROKER/ADVISER | $0 | $2,944 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $317 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | OTHER | $166 | not reported in the loaded dataset |