Heniff Companies 401(K) Retirement Savings Plan — Form 5500 plan (Long Iron 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, Heniff Companies 401(K) Retirement Savings Plan is a benefit plan reported by Long Iron Services LLC under EIN 32-0572817 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,078 participants and $97,245,011 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Long Iron Services LLC
EIN
32-0572817
Plan number
001
Plan type
2
Location
Oak Brook, IL
Latest filing year
2023
Participants
2,078
End-of-year plan assets
$97,245,011

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,078H, C20241009070953NAL0009016339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$97,245,011
Total liabilities (EOY)
$0
Net assets (EOY)
$97,245,011
Net assets (BOY)
$86,814,369

Income & contributions

Employer contributions
$2,041,054
Participant contributions
$7,489,447
Total contributions
$9,817,355
Total income / additions
$23,368,810

Expenses & distributions

Benefits paid
$13,143,750
Administrative expenses
$304,906
Total expenses
$13,543,219
Net increase / (decrease)
$9,825,591

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$200,021$02023
Capital Strategies Investment GroupNONE$104,284not reported in the loaded dataset2023
Qdro Consultants Company, LLCNONE$600not reported in the loaded dataset2023

Related Form 5500 pages