2023 Form 5500 filing — National Employee Management Resources 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 20241010091712NAL0011326547001) for National Employee Management Resources Retirement Savings Plan, reported by National Employee Management Resources, LLC under EIN 22-3642079 and plan number 001. It reports 578 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010091712NAL0011326547001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- National Employee Management Resources, LLC
- EIN
- 22-3642079
- Plan number
- 001
- Location
- Marlton, NJ
- Participants
- 578
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,171,352
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,171,352
- Employer contributions
- $551,866
- Participant contributions
- $1,526,898
- Total income / additions
- $5,105,106
- Benefits paid
- $2,213,036
- Administrative expenses
- $145,539
- Total expenses
- $2,370,711
- Net increase / (decrease)
- $2,734,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $57,059 | $0 |
| Hfm Investment Advisors LLC | INVESTMENT ADVISOR | $54,369 | not reported in the loaded dataset |
| Ascensus Holdings Inc | CONTRACT ADMIN | $24,694 | $10,000 |
| Baratz & Associates | OTHER | $14,000 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $7,153 | not reported in the loaded dataset |