2023 Form 5500 filing — Ilitch Holdings 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 20241015140006NAL0056523970001) for Ilitch Holdings 401(K) Plan, reported by Ilitch Holdings, Inc. under EIN 38-3357937 and plan number 002. It reports 5,150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140006NAL0056523970001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ilitch Holdings, Inc.
- EIN
- 38-3357937
- Plan number
- 002
- Location
- Detroit, MI
- Participants
- 5,150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $261,587,301
- Total liabilities (EOY)
- $441,521
- Net assets (EOY)
- $261,145,780
- Employer contributions
- $6,632,324
- Participant contributions
- $20,035,936
- Total income / additions
- $71,446,969
- Benefits paid
- $22,184,380
- Administrative expenses
- $270,646
- Total expenses
- $22,727,658
- Net increase / (decrease)
- $48,719,311
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Thompson-Hine | ATTORNEY/LEGAL | $165,983 | not reported in the loaded dataset |
| Concurrent Investment Advisors LLC | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $25,163 | $0 |
| Rehmann Robson | ACCOUNTANT/AUDITOR | $19,500 | not reported in the loaded dataset |
| Raymond James Financial Advisors | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |