Mail Services, LLC 401(K) Retirement Plan — Form 5500 plan (Mail 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, Mail Services, LLC 401(K) Retirement Plan is a benefit plan reported by Mail Services, LLC under EIN 20-8732530 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $7,043,842 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mail Services, LLC
EIN
20-8732530
Plan number
001
Plan type
2
Location
Urbandale, IA
Latest filing year
2023
Participants
259
End-of-year plan assets
$7,043,842

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023259H, C20240905130648NAL0021570849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,043,842
Total liabilities (EOY)
$0
Net assets (EOY)
$7,043,842
Net assets (BOY)
$5,595,895

Income & contributions

Employer contributions
$175,806
Participant contributions
$482,784
Total contributions
$665,977
Total income / additions
$1,680,166

Expenses & distributions

Benefits paid
$161,209
Administrative expenses
$45,979
Total expenses
$232,219
Net increase / (decrease)
$1,447,947

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment ResearchINVESTMENT ADVISOR$24,410not reported in the loaded dataset2023
Empower Annuity Insurance Co. Of AmRECORDKEEPER$14,194$02023
The Finway Group LLCCONTRACT ADMIN$6,998$3,0812023

Related Form 5500 pages