Ing Financial Services LLC 401(K) Savings Plan — Form 5500 plan (Ing Financial Services 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, Ing Financial Services LLC 401(K) Savings Plan is a benefit plan reported by Ing Financial Services LLC under EIN 13-3713590 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,111 participants and $402,595,548 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ing Financial Services LLC
- EIN
- 13-3713590
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,111
- End-of-year plan assets
- $402,595,548
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,111 | H, C | 20240614112135NAL0032057825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $402,595,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $402,595,548
- Net assets (BOY)
- $349,984,869
Income & contributions
- Employer contributions
- $7,667,871
- Participant contributions
- $11,659,645
- Total contributions
- $20,076,990
- Total income / additions
- $89,356,928
Expenses & distributions
- Benefits paid
- $36,657,419
- Administrative expenses
- $86,072
- Total expenses
- $36,746,249
- Net increase / (decrease)
- $52,610,679
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W. Baird & Co. Inc. | INVESTMENT ADVISOR | $185,375 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $21,982 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$121,292 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ing Financial Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Robert W. Baird & Co. Inc. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation