2023 Form 5500 filing — Dlr Group 401(K) Plan And Esop
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 20250626151843NAL0021089506001) for Dlr Group 401(K) Plan And Esop, reported by Dlr Holding Company under EIN 47-0708506 and plan number 004. It reports 2,067 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250626151843NAL0021089506001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dlr Holding Company
- EIN
- 47-0708506
- Plan number
- 004
- Location
- Omaha, NE
- Participants
- 2,067
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $395,608,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $395,608,706
- Employer contributions
- $3,742,830
- Participant contributions
- $15,477,741
- Total income / additions
- $129,654,395
- Benefits paid
- $32,385,200
- Administrative expenses
- $110,528
- Total expenses
- $32,501,375
- Net increase / (decrease)
- $97,153,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $62,410 | not reported in the loaded dataset |
| Bridges Investment Management | NONE | $48,068 | not reported in the loaded dataset |
| Mariner LLC | NONE | $17,082 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $370 | $0 |