The Alliance Of State Retail Associations 401(K) Plan & Trust — Form 5500 plan (Retail Association Of Maine)
Plain-English plan 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, The Alliance Of State Retail Associations 401(K) Plan & Trust is a benefit plan reported by Retail Association Of Maine under EIN 01-0165117 and plan number 333. The latest loaded filing year is 2023. The filing reports 4,711 participants and $73,417,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Retail Association Of Maine
- EIN
- 01-0165117
- Plan number
- 333
- Plan type
- 3
- Location
- Augusta, ME
- Latest filing year
- 2023
- Participants
- 4,711
- End-of-year plan assets
- $73,417,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,711 | H, C | 20241016070757NAL0030328065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,417,855
- Total liabilities (EOY)
- $30,953
- Net assets (EOY)
- $73,386,902
- Net assets (BOY)
- $46,916,008
Income & contributions
- Employer contributions
- $2,086,158
- Participant contributions
- $6,547,048
- Total contributions
- $9,646,264
- Total income / additions
- $19,322,395
Expenses & distributions
- Benefits paid
- $24,260,818
- Administrative expenses
- $591,040
- Total expenses
- $25,000,181
- Net increase / (decrease)
- -$5,677,786
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Atlas Pension Administrators Inc | NONE | $87,938 | not reported in the loaded dataset | 2023 |
| Atlas Fiduciary Services | NONE | $45,404 | not reported in the loaded dataset | 2023 |
| Sagepoint Financial Inc | NONE | $30,499 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | NONE | $19,517 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | NONE | $5,063 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Retail Association Of Maine
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Augusta, ME
- Atlas Pension Administrators Inc — Schedule C compensation
- Atlas Fiduciary Services — Schedule C compensation
- Sagepoint Financial Inc — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation