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)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $311,278 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $297,131 | $0 |
| Fiducient Advisors LLC | INVESTMENT ADVISORY CONS | $62,832 | not reported in the loaded dataset |
| Rsm Us Llp | AUDITOR | $18,700 | not reported in the loaded dataset |
| Esler & Vanderschaaff Co., Lpa | ATTORNEY | $14,860 | not reported in the loaded dataset |
| Summit Global Investments | BROKERAGE SERVICES | $2,046 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $277 | $0 |