2023 Form 5500 filing — Razor Usa, LLC Employees' 401(K) 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 20241015074400NAL0028953057001) for Razor Usa, LLC Employees' 401(K) Plan, reported by Razor Usa, LLC under EIN 95-4807765 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015074400NAL0028953057001
Filing year
2023
Form type
2
Plan sponsor
Razor Usa, LLC
EIN
95-4807765
Plan number
001
Location
Cerritos, CA
Participants
156
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$15,161,089
Total liabilities (EOY)
$0
Net assets (EOY)
$15,161,089
Employer contributions
$342,598
Participant contributions
$847,056
Total income / additions
$3,588,599
Benefits paid
$1,127,083
Administrative expenses
$74,966
Total expenses
$1,202,049
Net increase / (decrease)
$2,386,550
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Equitable Advisors, LLCINVESTMENT ADVISORY$39,990not reported in the loaded dataset
Moss Adams LlpAUDIT$19,950not reported in the loaded dataset
Futureplan By AscensusRECORDKEEPER$5,645$44
Lpl Financial CorporationINVESTMENT ADVISORY$5,358not reported in the loaded dataset
Transamerica Life Insurance CompanyRECORDKEEPER$4,023$0
Mesirow Financial, Inc.INVESTMENT ADVISORY$0not reported in the loaded dataset

Related Form 5500 pages