Cygnus Home Service Retirement Savings Plan — Form 5500 plan (Cygnus Home Service, 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, Cygnus Home Service Retirement Savings Plan is a benefit plan reported by Cygnus Home Service, LLC under EIN 41-0879087 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,794 participants and $127,997,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cygnus Home Service, LLC
- EIN
- 41-0879087
- Plan number
- 001
- Plan type
- 2
- Location
- Marshall, MN
- Latest filing year
- 2023
- Participants
- 3,794
- End-of-year plan assets
- $127,997,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,794 | H, C | 20241010192451NAL0036816096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $127,997,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $127,997,137
- Net assets (BOY)
- $133,802,808
Income & contributions
- Employer contributions
- $2,168,201
- Participant contributions
- $5,967,594
- Total contributions
- $8,392,940
- Total income / additions
- $27,728,945
Expenses & distributions
- Benefits paid
- $33,168,396
- Administrative expenses
- $366,050
- Total expenses
- $33,534,616
- Net increase / (decrease)
- -$5,805,671
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $186,167 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $139,358 | not reported in the loaded dataset | 2023 |
| Hays Financial Group, LLC | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $15,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cygnus Home Service, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Marshall, MN
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Hays Financial Group, LLC — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation