Plan5500

2023 Form 5500 filing — Coadvantage Corporation Retirement Savings 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 20241015160023NAL0016822419001) for Coadvantage Corporation Retirement Savings Plan, reported by Coadvantage Corporation under EIN 27-3007025 and plan number 333. It reports 96,262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015160023NAL0016822419001
Filing year
2023
Form type
3
Plan sponsor
Coadvantage Corporation
EIN
27-3007025
Plan number
333
Location
Bradenton, FL
Participants
96,262
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,039,628,826
Total liabilities (EOY)
$0
Net assets (EOY)
$1,039,628,826
Employer contributions
$37,929,392
Participant contributions
$100,639,524
Total income / additions
$310,222,216
Benefits paid
$108,451,945
Administrative expenses
$2,671,151
Total expenses
$111,796,490
Net increase / (decrease)
$198,425,726
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CoRECORDKEEPER$1,531,007$0
Coadvantage Resources, Inc.PROFESSIONAL SERVICES$759,177not reported in the loaded dataset
Merrill Lynch Consulting ServicesINVESTMENT ADVISOR$275,000not reported in the loaded dataset
Cbiz Cpas P.C.OTHER$65,625not reported in the loaded dataset
Winston & Strawn, LlpLEGAL$32,940not reported in the loaded dataset
Empower Advisory GroupINVESTMENT MANAGEMENT$6,602not reported in the loaded dataset
Qdro Consultants, LLCOTHER$800not reported in the loaded dataset

Related Form 5500 pages