Ahlstrom Retirement Savings Plan — Form 5500 plan (Ahlstrom Usa Inc.)
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, Ahlstrom Retirement Savings Plan is a benefit plan reported by Ahlstrom Usa Inc. under EIN 13-3509370 and plan number 005. The latest loaded filing year is 2023. The filing reports 3,206 participants and $497,131,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ahlstrom Usa Inc.
- EIN
- 13-3509370
- Plan number
- 005
- Plan type
- 2
- Location
- Windsor Locks, CT
- Latest filing year
- 2023
- Participants
- 3,206
- End-of-year plan assets
- $497,131,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,206 | H, C | 20241002093608NAL0014684864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $497,131,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $497,131,231
- Net assets (BOY)
- $429,570,184
Income & contributions
- Employer contributions
- $16,466,892
- Participant contributions
- $21,192,962
- Total contributions
- $39,080,437
- Total income / additions
- $119,163,196
Expenses & distributions
- Benefits paid
- $51,270,289
- Administrative expenses
- $345,007
- Total expenses
- $51,602,149
- Net increase / (decrease)
- $67,561,047
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $131,626 | not reported in the loaded dataset | 2023 |
| Verrill & Dana Llp | ATTORNEY/LEGAL | $77,409 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $68,225 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $17,426 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$149,114 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ahlstrom Usa Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Windsor Locks, CT
- Strategic Advisors, Inc. — Schedule C compensation
- Verrill & Dana Llp — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation