Glenn Rieder, LLC 401(K) Savings Plan — Form 5500 plan (Glenn Rieder, 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, Glenn Rieder, LLC 401(K) Savings Plan is a benefit plan reported by Glenn Rieder, LLC under EIN 39-1048479 and plan number 001. The latest loaded filing year is 2023. The filing reports 290 participants and $18,347,530 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Glenn Rieder, LLC
EIN
39-1048479
Plan number
001
Plan type
2
Location
West Allis, WI
Latest filing year
2023
Participants
290
End-of-year plan assets
$18,347,530

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023290H, C20240924104035NAL0012666641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,347,530
Total liabilities (EOY)
$0
Net assets (EOY)
$18,347,530
Net assets (BOY)
$15,388,988

Income & contributions

Employer contributions
$720,824
Participant contributions
$1,355,879
Total contributions
$2,248,404
Total income / additions
$4,651,780

Expenses & distributions

Benefits paid
$1,614,575
Administrative expenses
$78,663
Total expenses
$1,693,238
Net increase / (decrease)
$2,958,542

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Spectrum Investment Advisors, Inc.NONE$46,557not reported in the loaded dataset2023
Cpi Qualified Plan Consultants, IncNONE$32,106not reported in the loaded dataset2023

Related Form 5500 pages