2023 Form 5500 filing — Alder Partners 401k 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 20241014075059NAL0025676881001) for Alder Partners 401k Plan, reported by Alder Partners, LLC under EIN 27-2095023 and plan number 001. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014075059NAL0025676881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alder Partners, LLC
- EIN
- 27-2095023
- Plan number
- 001
- Location
- Middleton, MA
- Participants
- 352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,749,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,749,966
- Employer contributions
- $184,756
- Participant contributions
- $375,869
- Total income / additions
- $854,803
- Benefits paid
- $59,203
- Administrative expenses
- $28,623
- Total expenses
- $87,826
- Net increase / (decrease)
- $766,977
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $18,218 | $0 |
| Raymond James Financial Advisors | INVESTMENT ADVISORY-PLAN | $4,752 | not reported in the loaded dataset |
| Transamerica Financial Life Ins. Co | RECORD KEEPER | $3,499 | $0 |
| Adp, Inc. | PRIOR RECORD KEEPER | $2,154 | $0 |