2023 Form 5500 filing — The Reynolds And Reynolds Company 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 20241014162050NAL0046785504001) for The Reynolds And Reynolds Company 401(K) Savings Plan, reported by Dealer Computer Services, Inc. under EIN 38-3028101 and plan number 001. It reports 6,988 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014162050NAL0046785504001
Filing year
2023
Form type
2
Plan sponsor
Dealer Computer Services, Inc.
EIN
38-3028101
Plan number
001
Location
Dayton, OH
Participants
6,988
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$759,968,224
Total liabilities (EOY)
$0
Net assets (EOY)
$759,968,224
Employer contributions
$18,527,659
Participant contributions
$26,624,805
Total income / additions
$164,284,751
Benefits paid
$58,560,447
Administrative expenses
$662,592
Total expenses
$59,215,861
Net increase / (decrease)
$105,068,890
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Advisory Group, LLCINVESTMENT MGMT$311,278not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$297,131$0
Fiducient Advisors LLCINVESTMENT ADVISORY CONS$62,832not reported in the loaded dataset
Rsm Us LlpAUDITOR$18,700not reported in the loaded dataset
Esler & Vanderschaaff Co., LpaATTORNEY$14,860not reported in the loaded dataset
Summit Global InvestmentsBROKERAGE SERVICES$2,046not reported in the loaded dataset
Charles Schwab & Co., Inc.BROKERAGE SERVICES$277$0

Related Form 5500 pages