2023 Form 5500 filing — Aligned Equity 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 20241223152737NAL0009454833001) for Aligned Equity Holdings 401(K) Plan, reported by Bip Aligned Equity Holdings LLC under EIN 87-1559419 and plan number 001. It reports 552 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223152737NAL0009454833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bip Aligned Equity Holdings LLC
- EIN
- 87-1559419
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 552
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,677,835
- Net assets (EOY)
- $11,677,835
- Employer contributions
- $769,304
- Participant contributions
- $1,365,132
- Total income / additions
- $4,476,748
- Benefits paid
- $1,791,845
- Administrative expenses
- $72,643
- Total expenses
- $1,864,488
- Net increase / (decrease)
- $2,612,260
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,457 | $0 |
| Morningstar Investment Management | CONTACT ADMIN ISTRATOR | $22,186 | $20,397 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |