2023 Form 5500 filing — The I Grace Company 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 20241011110404NAL0021724065001) for The I Grace Company Retirement Savings Plan, reported by The I Grace Company, Inc. under EIN 13-3494074 and plan number 003. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110404NAL0021724065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The I Grace Company, Inc.
- EIN
- 13-3494074
- Plan number
- 003
- Location
- Long Island City, NY
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,306,597
- Net assets (EOY)
- $10,306,597
- Employer contributions
- $232,111
- Participant contributions
- $728,201
- Total income / additions
- $2,428,649
- Benefits paid
- $663,042
- Administrative expenses
- $41,966
- Total expenses
- $705,008
- Net increase / (decrease)
- $1,723,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Freat-West Life & Annuity | RECORDKEEPER | $27,138 | $0 |
| Alliant Insurance Services Inc | CONTRACT ADMIN | $9,390 | $5,808 |
| Flagstar Advisors Inc. | BROKER/ADVISO R | $0 | $8,753 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $4,533 | $0 |
| The Retirement Advantage, Inc. | CONTRACT ADMINISTRATOR | $179 | $3,620 |