Strategic Retirement Program — Form 5500 plan (Pentegra Services, 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, Strategic Retirement Program is a benefit plan reported by Pentegra Services, Inc under EIN 13-3745616 and plan number 004. The latest loaded filing year is 2023. The filing reports 176 participants and $10,264,909 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pentegra Services, Inc
- EIN
- 13-3745616
- Plan number
- 004
- Plan type
- 3
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $10,264,909
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20250212160812NAL0037228432001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,264,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,264,909
- Net assets (BOY)
- $1,496,980
Income & contributions
- Employer contributions
- $229,525
- Participant contributions
- $568,577
- Total contributions
- $798,102
- Total income / additions
- $1,110,416
Expenses & distributions
- Benefits paid
- $236,247
- Administrative expenses
- $26,193
- Total expenses
- $262,440
- Net increase / (decrease)
- $847,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services Inc | OTHER | $12,246 | not reported in the loaded dataset | 2023 |
| Mmlis | OTHER | $6,981 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $3,299 | $0 | 2023 |
| Massachusetts Mutual Life | OTHER | $1,633 | not reported in the loaded dataset | 2023 |
| Benefit Trust Company | TRUSTEE | $604 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESMTENT MGMT | $40 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pentegra Services, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Pentegra Services Inc — Schedule C compensation
- Mmlis — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Massachusetts Mutual Life — Schedule C compensation
- Benefit Trust Company — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation