Huron, Inc. Retirement Savings & Investment Plan — Form 5500 plan (Huron, Inc.)

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, Huron, Inc. Retirement Savings & Investment Plan is a benefit plan reported by Huron, Inc. under EIN 38-2546791 and plan number 002. The latest loaded filing year is 2023. The filing reports 120 participants and $11,022,890 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11MPlan net assets, end of year$11,022,890
Participants120Covered participants reported
Assets / participant$91.9KComputed: assets ÷ participants$91,857 (computed)
Provider compensation$37.5K3 Schedule C provider row(s)$37,468
Plan sponsor
Huron, Inc.
EIN
38-2546791
Plan number
002
Plan type
2
Location
Lexington, MI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    120 participants · 2Sch HSch C
    View filing →
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)$11M total assets
Net assets$11MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$407.4K
Participant$809.5K
Full reported line items

Net assets

Total assets (EOY)
$11,022,890
Total liabilities (EOY)
$0
Net assets (EOY)
$11,022,890
Net assets (BOY)
$9,969,746

Income & contributions

Employer contributions
$407,360
Participant contributions
$809,492
Total contributions
$1,218,503
Total income / additions
$2,781,441

Expenses & distributions

Benefits paid
$1,776,913
Administrative expenses
$37,468
Total expenses
$1,829,732
Net increase / (decrease)
$951,709
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 33%Participant 67%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income64%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    OTHER · Direct $31.1K
  2. 2
    RECORDKEEPER · Direct $5.8K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $569

Related Form 5500 pages