Serv-U-Success 401(K) Savings Plan — Form 5500 plan (Thrifty Retail 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, Serv-U-Success 401(K) Savings Plan is a benefit plan reported by Thrifty Retail Services, LLC under EIN 27-3469063 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,345 participants and $20,418,161 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thrifty Retail Services, LLC
EIN
27-3469063
Plan number
001
Plan type
2
Location
Grandville, MI
Latest filing year
2023
Participants
1,345
End-of-year plan assets
$20,418,161

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,345H, C20241011110304NAL0021722705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,418,161
Total liabilities (EOY)
$9,292
Net assets (EOY)
$20,408,869
Net assets (BOY)
$16,625,482

Income & contributions

Employer contributions
$479,210
Participant contributions
$1,357,139
Total contributions
$2,046,231
Total income / additions
$5,171,817

Expenses & distributions

Benefits paid
$1,305,823
Administrative expenses
$82,607
Total expenses
$1,388,430
Net increase / (decrease)
$3,783,387

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Chesme Capital ManagementNONE$53,294not reported in the loaded dataset2023
Alerus Financial, N.A.NONE$29,313not reported in the loaded dataset2023

Related Form 5500 pages