2023 Form 5500 filing — System One Holdings, 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 20241009100251NAL0009091379001) for System One Holdings, LLC 401(K) Savings Plan, reported by System One Holdings, LLC under EIN 26-1614980 and plan number 001. It reports 7,100 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009100251NAL0009091379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- System One Holdings, LLC
- EIN
- 26-1614980
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 7,100
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,151,120
- Total liabilities (EOY)
- $538,551
- Net assets (EOY)
- $88,612,569
- Employer contributions
- $0
- Participant contributions
- $11,094,420
- Total income / additions
- $27,576,977
- Benefits paid
- $8,650,221
- Administrative expenses
- $184,581
- Total expenses
- $9,530,008
- Net increase / (decrease)
- $18,046,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $114,581 | $0 |
| Pnc Bank National Association | INVESTMENT ADVISOR | $70,000 | not reported in the loaded dataset |