Truwest Company, LLC Retirement Savings Plan — Form 5500 plan (Truwest Company, 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, Truwest Company, LLC Retirement Savings Plan is a benefit plan reported by Truwest Company, LLC under EIN 30-0719069 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $18,683,067 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Truwest Company, LLC
- EIN
- 30-0719069
- Plan number
- 001
- Plan type
- 2
- Location
- Westlake, OH
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $18,683,067
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20240801072934NAL0023470065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,683,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,683,067
- Net assets (BOY)
- $14,082,921
Income & contributions
- Employer contributions
- $527,817
- Participant contributions
- $1,592,810
- Total contributions
- $2,253,678
- Total income / additions
- $5,056,315
Expenses & distributions
- Benefits paid
- $409,825
- Administrative expenses
- $46,344
- Total expenses
- $456,169
- Net increase / (decrease)
- $4,600,146
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cedar Brook Financial Partners LLC | INVESTMENT ADVISOR | $27,778 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $18,484 | $0 | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $57 | $0 | 2023 |
| Cowen And Company, LLC | BROKER | $10 | not reported in the loaded dataset | 2023 |
| Barclays Capital Le | BROKER | $7 | not reported in the loaded dataset | 2023 |
| Bofa Securities, Inc. | BROKER | $3 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Securiteis Inc. | BROKER | $3 | not reported in the loaded dataset | 2023 |
| Morgan Stanley & Co, Inc | BROKER | $3 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Truwest Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Westlake, OH
- Cedar Brook Financial Partners LLC — Schedule C compensation
- Jpmorgan Invest Holdings LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Cowen And Company, LLC — Schedule C compensation
- Barclays Capital Le — Schedule C compensation
- Bofa Securities, Inc. — Schedule C compensation
- J.P. Morgan Securiteis Inc. — Schedule C compensation
- Morgan Stanley & Co, Inc — Schedule C compensation