Plan5500

Glenroy, Inc. 401(K) Retirement Plan — Form 5500 plan (Glenroy, 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, Glenroy, Inc. 401(K) Retirement Plan is a benefit plan reported by Glenroy, Inc. under EIN 39-1046441 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $31,668,315 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Glenroy, Inc.
EIN
39-1046441
Plan number
001
Plan type
2
Location
Menomonee Falls, WI
Latest filing year
2023
Participants
288
End-of-year plan assets
$31,668,315

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023288H, C20250313155008NAL0011093843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,668,315
Net assets (EOY)
$31,668,315
Net assets (BOY)
$29,348,598

Income & contributions

Employer contributions
$472,053
Participant contributions
$1,386,539
Total contributions
$2,019,553
Total income / additions
$8,574,006

Expenses & distributions

Benefits paid
$6,100,226
Administrative expenses
$150,491
Total expenses
$6,254,289
Net increase / (decrease)
$2,319,717

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISORY-PLAN$62,500not reported in the loaded dataset2023
Transamerica Retirement Solutions,RECORDKEEPER$62,259$02023
Definiti, LLCTHIRD PARTY ADVISOR$16,632$2392023
Sikich LlpAUDIT$9,100not reported in the loaded dataset2023

Related Form 5500 pages