Plan5500

Talentbridge Companies 401(K) Plan — Form 5500 plan (Employee Relations Associates, 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, Talentbridge Companies 401(K) Plan is a benefit plan reported by Employee Relations Associates, Inc. under EIN 16-1237844 and plan number 001. The latest loaded filing year is 2023. The filing reports 339 participants and $6,380,426 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Employee Relations Associates, Inc.
EIN
16-1237844
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
339
End-of-year plan assets
$6,380,426

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023339H, C20241015064046NAL0014166307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,380,426
Total liabilities (EOY)
$0
Net assets (EOY)
$6,380,426
Net assets (BOY)
$5,173,578

Income & contributions

Employer contributions
$308,031
Participant contributions
$683,495
Total contributions
$1,011,079
Total income / additions
$1,944,419

Expenses & distributions

Benefits paid
$700,167
Administrative expenses
$37,404
Total expenses
$737,571
Net increase / (decrease)
$1,206,848

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Waterford Group LLCADVISOR$18,839not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$18,565not reported in the loaded dataset2023

Related Form 5500 pages