Alder Partners 401k Plan — Form 5500 plan (Alder Partners, 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, Alder Partners 401k Plan is a benefit plan reported by Alder Partners, LLC under EIN 27-2095023 and plan number 001. The latest loaded filing year is 2023. The filing reports 352 participants and $1,749,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alder Partners, LLC
- EIN
- 27-2095023
- Plan number
- 001
- Plan type
- 2
- Location
- Middleton, MA
- Latest filing year
- 2023
- Participants
- 352
- End-of-year plan assets
- $1,749,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20241014075059NAL0025676881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,749,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,749,966
- Net assets (BOY)
- $982,989
Income & contributions
- Employer contributions
- $184,756
- Participant contributions
- $375,869
- Total contributions
- $623,920
- Total income / additions
- $854,803
Expenses & distributions
- Benefits paid
- $59,203
- Administrative expenses
- $28,623
- Total expenses
- $87,826
- Net increase / (decrease)
- $766,977
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $18,218 | $0 | 2023 |
| Raymond James Financial Advisors | INVESTMENT ADVISORY-PLAN | $4,752 | not reported in the loaded dataset | 2023 |
| Transamerica Financial Life Ins. Co | RECORD KEEPER | $3,499 | $0 | 2023 |
| Adp, Inc. | PRIOR RECORD KEEPER | $2,154 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alder Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Middleton, MA
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Raymond James Financial Advisors — Schedule C compensation
- Transamerica Financial Life Ins. Co — Schedule C compensation
- Adp, Inc. — Schedule C compensation