American Roller Company Retirement Plan — Form 5500 plan (American Roller Company, 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, American Roller Company Retirement Plan is a benefit plan reported by American Roller Company, LLC under EIN 20-0406363 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $28,633,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Roller Company, LLC
- EIN
- 20-0406363
- Plan number
- 001
- Plan type
- 2
- Location
- Union Grove, WI
- Latest filing year
- 2023
- Participants
- 326
- End-of-year plan assets
- $28,633,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 326 | H, C | 20241003133729NAL0004887507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,633,908
- Net assets (EOY)
- $28,633,908
- Net assets (BOY)
- $23,058,332
Income & contributions
- Employer contributions
- $408,627
- Participant contributions
- $1,152,089
- Total contributions
- $1,921,175
- Total income / additions
- $5,898,120
Expenses & distributions
- Benefits paid
- $3,495,820
- Administrative expenses
- $70,178
- Total expenses
- $3,565,998
- Net increase / (decrease)
- $2,332,122
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $46,544 | $0 | 2023 |
| Resources Investment Advisors | ADVISOR | $23,633 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Roller Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Union Grove, WI
- Transamerica Retirement Solutions — Schedule C compensation
- Resources Investment Advisors — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation