24 Seven, LLC 401(K) Plan — Form 5500 plan (24 Seven, LLC)
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, 24 Seven, LLC 401(K) Plan is a benefit plan reported by 24 Seven, LLC under EIN 11-3525439 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,501 participants and $43,222,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 24 Seven, LLC
- EIN
- 11-3525439
- Plan number
- 001
- Plan type
- 2
- Location
- Melville, NY
- Latest filing year
- 2023
- Participants
- 5,501
- End-of-year plan assets
- $43,222,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,501 | H, C | 20241008183250NAL0018142129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,222,332
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,222,332
- Net assets (BOY)
- $31,857,872
Income & contributions
- Employer contributions
- $1,845,123
- Participant contributions
- $5,847,126
- Total contributions
- $8,699,952
- Total income / additions
- $14,819,809
Expenses & distributions
- Benefits paid
- $3,378,406
- Administrative expenses
- $69,499
- Total expenses
- $3,455,349
- Net increase / (decrease)
- $11,364,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| J.P. Morgan Securities, LLC | SERVICE PROVIDER | $0 | $63,519 | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $34,352 | $0 | 2023 |
| Gallagher Fiduciary Advisors LLC | INVESTMENT ADVISORY | $13,696 | not reported in the loaded dataset | 2023 |
| The Benefit Practice | THIRD PARTY ADMIN | $600 | $12,388 | 2023 |
| Hunnex And Shoemaker, Inc. | THIRD PARTY ADMIN | $2,100 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for 24 Seven, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Melville, NY
- J.P. Morgan Securities, LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- The Benefit Practice — Schedule C compensation
- Hunnex And Shoemaker, Inc. — Schedule C compensation