Hrd Retirement Savings Plan — Form 5500 plan (Hr Delivered 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, Hrd Retirement Savings Plan is a benefit plan reported by Hr Delivered LLC under EIN 37-1876465 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,303 participants and $26,185,461 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$26.2MPlan net assets, end of year$26,185,461
Participants1.3KCovered participants reported1,303
Assets / participant$20.1KComputed: assets ÷ participants$20,096 (computed)
Provider compensation$176.7K1 Schedule C provider row(s)$176,701
Plan sponsor
Hr Delivered LLC
EIN
37-1876465
Plan number
001
Plan type
3
Location
Jacksonville, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,303H, C20250221152226NAL0004988915001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$26.2M total assets
Net assets$26.2MLiabilities$0
Money in vs. money out
Total income / additions$8.4M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$1.3M
Participant$3.1M
Full reported line items

Net assets

Total assets (EOY)
$26,185,461
Total liabilities (EOY)
$0
Net assets (EOY)
$26,185,461
Net assets (BOY)
$11,357,314

Income & contributions

Employer contributions
$1,348,841
Participant contributions
$3,101,800
Total contributions
$5,685,180
Total income / additions
$8,390,925

Expenses & distributions

Benefits paid
$1,559,337
Administrative expenses
$176,831
Total expenses
$1,745,262
Net increase / (decrease)
$6,645,663
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nesteggs Retirement Plan Svcs, IncN/A$176,701not reported in the loaded dataset2023

Related Form 5500 pages