2023 Form 5500 filing — Ta Group Holdings 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 20241008154057NAL0035256258001) for Ta Group Holdings 401(K) Plan, reported by Nuwest Group Holdings, LLC under EIN 26-1383035 and plan number 002. It reports 759 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008154057NAL0035256258001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nuwest Group Holdings, LLC
- EIN
- 26-1383035
- Plan number
- 002
- Location
- Bellevue, WA
- Participants
- 759
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,145,436
- Net assets (EOY)
- $22,145,436
- Participant contributions
- $1,350,326
- Total income / additions
- $2,550,198
- Benefits paid
- $495,813
- Administrative expenses
- $33,092
- Total expenses
- $538,171
- Net increase / (decrease)
- $2,012,027
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bensler LLC Dba Scs | INVESTMENT ADVISOR | $13,620 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,600 | $0 |
| Hunnex And Shoemaker Inc | CONTRACT ADMIN | $3,885 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,555 | $0 |