2023 Form 5500 filing — Inizio Retirement 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 20241011103508NAL0012375507001) for Inizio Retirement Plan, reported by Ashfield Healthcare, LLC under EIN 90-0789049 and plan number 001. It reports 3,942 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011103508NAL0012375507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ashfield Healthcare, LLC
- EIN
- 90-0789049
- Plan number
- 001
- Location
- Ft Washington, PA
- Participants
- 3,942
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,775,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,775,638
- Employer contributions
- $6,296,944
- Participant contributions
- $16,126,540
- Total income / additions
- $42,422,764
- Benefits paid
- $11,662,304
- Administrative expenses
- $326,528
- Total expenses
- $12,083,846
- Net increase / (decrease)
- $30,338,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $164,597 | $0 |
| Adp, Inc. | RECORD KEEPER | $161,931 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Morningstar Retirement Manager | INVESTMENT MANAGER | $0 | $0 |