2023 Form 5500 filing — Meijer 401k Retirement Plan Master Trust
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 20241015112125NAL0028183921003) for Meijer 401k Retirement Plan Master Trust, reported by Meijer, Inc. under EIN 38-1274536 and plan number 203. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112125NAL0028183921003
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Meijer, Inc.
- EIN
- 38-1274536
- Plan number
- 203
- Location
- Grand Rapids, MI
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,863,399,447
- Net assets (EOY)
- $1,863,399,447
- Total income / additions
- $273,812,265
- Administrative expenses
- $2,819,289
- Total expenses
- $2,819,289
- Net increase / (decrease)
- $270,992,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | RECORDKEEPER | $2,422,273 | $0 |
| Northern Trust Company | NONE | $358,201 | not reported in the loaded dataset |
| Alight Financial Solutions LLC | BROKER | $38,815 | $2,307 |
| Pershing LLC | BROKERAGE WINDOW CLR | $0 | $7,248 |