Service Holdings, LLC Retirement Plan — Form 5500 plan (Service 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, Service Holdings, LLC Retirement Plan is a benefit plan reported by Service Holdings, LLC under EIN 36-4252962 and plan number 001. The latest loaded filing year is 2023. The filing reports 768 participants and $14,730,810 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Service Holdings, LLC
EIN
36-4252962
Plan number
001
Plan type
2
Location
Downers Grove, IL
Latest filing year
2023
Participants
768
End-of-year plan assets
$14,730,810

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023768H, C20241014095107NAL0013085891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,730,810
Total liabilities (EOY)
$0
Net assets (EOY)
$14,730,810
Net assets (BOY)
$12,858,526

Income & contributions

Employer contributions
$65,779
Participant contributions
$906,839
Total contributions
$1,107,238
Total income / additions
$3,191,998

Expenses & distributions

Benefits paid
$1,211,880
Administrative expenses
$107,834
Total expenses
$1,319,714
Net increase / (decrease)
$1,872,284

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$68,420$02023
Rmb West LLCINVESTMENT ADVISOR$33,191not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$6,223not reported in the loaded dataset2023

Related Form 5500 pages