System One Holdings, LLC 401(K) Savings Plan — Form 5500 plan (System One Holdings, 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, System One Holdings, LLC 401(K) Savings Plan is a benefit plan reported by System One Holdings, LLC under EIN 26-1614980 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,100 participants and $89,151,120 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
System One Holdings, LLC
EIN
26-1614980
Plan number
001
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
7,100
End-of-year plan assets
$89,151,120

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,100H, C20241009100251NAL0009091379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$89,151,120
Total liabilities (EOY)
$538,551
Net assets (EOY)
$88,612,569
Net assets (BOY)
$70,565,600

Income & contributions

Employer contributions
$0
Participant contributions
$11,094,420
Total contributions
$14,409,775
Total income / additions
$27,576,977

Expenses & distributions

Benefits paid
$8,650,221
Administrative expenses
$184,581
Total expenses
$9,530,008
Net increase / (decrease)
$18,046,969

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$114,581$02023
Pnc Bank National AssociationINVESTMENT ADVISOR$70,000not reported in the loaded dataset2023

Related Form 5500 pages