2023 Form 5500 filing — Action Title Research LLC 401k 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 20241015153922NAL0016779619001) for Action Title Research LLC 401k Plan, reported by Atr Holding Company Inc under EIN 87-3842967 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153922NAL0016779619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atr Holding Company Inc
- EIN
- 87-3842967
- Plan number
- 001
- Location
- Hasbrouck Heights, NJ
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,084,884
- Net assets (EOY)
- $5,084,884
- Employer contributions
- $217,163
- Participant contributions
- $389,047
- Total income / additions
- $1,177,813
- Benefits paid
- $203,979
- Administrative expenses
- $4,396
- Total expenses
- $208,375
- Net increase / (decrease)
- $969,438
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Life Insurance Company | INVESTMENT ADVISOR | $11,514 | $1,561 |
| Kirill Gordeitchik | INVESTMENT ADVISOR | $1,803 | $8,000 |
| Grove Point Investments LLC | INVESTMENT ADVISOR | not reported in the loaded dataset | $7,326 |
| Active Core Cutom To Targetdate Cit | INVESTMENT ADVISOR | $1,072 | $0 |