2023 Form 5500 filing — Frankcrum 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 20250501110207NAL0003098929001) for Frankcrum Retirement Savings Plan, reported by Frankcrum 11, Inc. under EIN 59-2626531 and plan number 333. It reports 10,017 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250501110207NAL0003098929001
Filing year
2023
Form type
3
Plan sponsor
Frankcrum 11, Inc.
EIN
59-2626531
Plan number
333
Location
Clearwater, FL
Participants
10,017
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$159,805,673
Total liabilities (EOY)
$0
Net assets (EOY)
$159,805,673
Employer contributions
$6,637,891
Participant contributions
$17,988,952
Total income / additions
$47,206,774
Benefits paid
$12,390,832
Administrative expenses
$982,645
Total expenses
$13,698,633
Net increase / (decrease)
$33,508,141
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Slavic Integrated AdministrationTPA$792,860not reported in the loaded dataset
Slavic Mutual Fund Management CorpINVESTMENT MGMT$189,535not reported in the loaded dataset

Related Form 5500 pages