National Employee Management Resources Retirement Savings Plan — Form 5500 plan (National Employee Management Resources, 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, National Employee Management Resources Retirement Savings Plan is a benefit plan reported by National Employee Management Resources, LLC under EIN 22-3642079 and plan number 001. The latest loaded filing year is 2023. The filing reports 578 participants and $19,171,352 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Employee Management Resources, LLC
- EIN
- 22-3642079
- Plan number
- 001
- Plan type
- 3
- Location
- Marlton, NJ
- Latest filing year
- 2023
- Participants
- 578
- End-of-year plan assets
- $19,171,352
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 578 | H, C | 20241010091712NAL0011326547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,171,352
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,171,352
- Net assets (BOY)
- $16,248,885
Income & contributions
- Employer contributions
- $551,866
- Participant contributions
- $1,526,898
- Total contributions
- $2,431,708
- Total income / additions
- $5,105,106
Expenses & distributions
- Benefits paid
- $2,213,036
- Administrative expenses
- $145,539
- Total expenses
- $2,370,711
- Net increase / (decrease)
- $2,734,395
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $57,059 | $0 | 2023 |
| Hfm Investment Advisors LLC | INVESTMENT ADVISOR | $54,369 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc | CONTRACT ADMIN | $24,694 | $10,000 | 2023 |
| Baratz & Associates | OTHER | $14,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $7,153 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Employee Management Resources, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Marlton, NJ
- Empower Annuity Ins Co Of America — Schedule C compensation
- Hfm Investment Advisors LLC — Schedule C compensation
- Ascensus Holdings Inc — Schedule C compensation
- Baratz & Associates — Schedule C compensation
- Empower Advisory Group — Schedule C compensation