2023 Form 5500 filing — Fenner Aep 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 20241015102749NAL0028060657001) for Fenner Aep 401(K) Plan, reported by Cdi Energy Products, LLC under EIN 76-0375113 and plan number 001. It reports 1,147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102749NAL0028060657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cdi Energy Products, LLC
- EIN
- 76-0375113
- Plan number
- 001
- Location
- Humble, TX
- Participants
- 1,147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,027,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,027,696
- Employer contributions
- $2,696,156
- Participant contributions
- $4,993,180
- Total income / additions
- $19,258,608
- Benefits paid
- $7,496,110
- Administrative expenses
- $194,441
- Total expenses
- $7,720,236
- Net increase / (decrease)
- $11,538,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $129,507 | $0 |
| Kestra Advisory Services | INVESTMENT ADVISORY | $64,934 | not reported in the loaded dataset |