2023 Form 5500 filing — Glenroy, Inc. 401(K) Retirement 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 20250313155008NAL0011093843001) for Glenroy, Inc. 401(K) Retirement Plan, reported by Glenroy, Inc. under EIN 39-1046441 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313155008NAL0011093843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Glenroy, Inc.
- EIN
- 39-1046441
- Plan number
- 001
- Location
- Menomonee Falls, WI
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,668,315
- Net assets (EOY)
- $31,668,315
- Employer contributions
- $472,053
- Participant contributions
- $1,386,539
- Total income / additions
- $8,574,006
- Benefits paid
- $6,100,226
- Administrative expenses
- $150,491
- Total expenses
- $6,254,289
- Net increase / (decrease)
- $2,319,717
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISORY-PLAN | $62,500 | not reported in the loaded dataset |
| Transamerica Retirement Solutions, | RECORDKEEPER | $62,259 | $0 |
| Definiti, LLC | THIRD PARTY ADVISOR | $16,632 | $239 |
| Sikich Llp | AUDIT | $9,100 | not reported in the loaded dataset |