Shannondell Retirement Savings Plan — Form 5500 plan (Dell Retirement 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, Shannondell Retirement Savings Plan is a benefit plan reported by Dell Retirement Services Inc under EIN 23-3082110 and plan number 001. The latest loaded filing year is 2023. The filing reports 584 participants and $16,124,978 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dell Retirement Services Inc
- EIN
- 23-3082110
- Plan number
- 001
- Plan type
- 2
- Location
- Audubon, PA
- Latest filing year
- 2023
- Participants
- 584
- End-of-year plan assets
- $16,124,978
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 584 | H, C | 20240918074837NAL0005830336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,124,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,124,978
- Net assets (BOY)
- $13,587,670
Income & contributions
- Employer contributions
- $358,186
- Participant contributions
- $1,315,195
- Total contributions
- $1,704,247
- Total income / additions
- $3,962,938
Expenses & distributions
- Benefits paid
- $1,387,358
- Administrative expenses
- $8,407
- Total expenses
- $1,425,630
- Net increase / (decrease)
- $2,537,308
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $27,807 | not reported in the loaded dataset | 2023 |
| The Paragon Alliance Group LLC | CONTRACT ADMIN | $7,315 | $11,188 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,880 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dell Retirement Services Inc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Audubon, PA
- Global Retirement Partners LLC — Schedule C compensation
- The Paragon Alliance Group LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation