2023 Form 5500 filing — Amway Retirement 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 20241007161114NAL0016403761003) for Amway Retirement Savings Plan, reported by Alticor Inc. under EIN 38-1736584 and plan number 002. It reports 5,127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007161114NAL0016403761003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alticor Inc.
- EIN
- 38-1736584
- Plan number
- 002
- Location
- Ada, MI
- Participants
- 5,127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,235,370,422
- Net assets (EOY)
- $1,235,370,422
- Employer contributions
- $34,808,398
- Participant contributions
- $31,292,249
- Total income / additions
- $256,324,027
- Benefits paid
- $139,954,230
- Administrative expenses
- $421,029
- Total expenses
- $140,352,739
- Net increase / (decrease)
- $115,971,288
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc | ADVISOR | $216,925 | not reported in the loaded dataset |
| Fidelity Inv Inst Operations Co | RECORDKEEPER | $204,104 | $0 |