Mrd Apartments, LLC 401(K) — Form 5500 plan (Mrd Apartments, 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, Mrd Apartments, LLC 401(K) is a benefit plan reported by Mrd Apartments, LLC under EIN 38-3541580 and plan number 001. The latest loaded filing year is 2023. The filing reports 292 participants and $3,482,922 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mrd Apartments, LLC
EIN
38-3541580
Plan number
001
Plan type
2
Location
East Lansing, MI
Latest filing year
2023
Participants
292
End-of-year plan assets
$3,482,922

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023292H, C20240923123406NAL0004140307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,482,922
Total liabilities (EOY)
$0
Net assets (EOY)
$3,482,922
Net assets (BOY)
$2,755,075

Income & contributions

Employer contributions
$202,955
Participant contributions
$570,790
Total contributions
$773,745
Total income / additions
$1,233,622

Expenses & distributions

Benefits paid
$459,062
Administrative expenses
$39,313
Total expenses
$505,775
Net increase / (decrease)
$727,847

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$21,928$02023
Clark, Schaefer, Hackett & Co., InACCOUNTANT/AUDITOR$9,000not reported in the loaded dataset2023
Tfo-Tdc, LLCADVISOR$8,385not reported in the loaded dataset2023

Related Form 5500 pages