Edpo, LLC Employees Savings Trust — Form 5500 plan (Edpo, 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, Edpo, LLC Employees Savings Trust is a benefit plan reported by Edpo, LLC under EIN 45-1874001 and plan number 001. The latest loaded filing year is 2023. The filing reports 691 participants and $25,342,262 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edpo, LLC
EIN
45-1874001
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
691
End-of-year plan assets
$25,342,262

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023691H, C20241007154521NAL0016357041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,342,262
Total liabilities (EOY)
$4,820
Net assets (EOY)
$25,337,442
Net assets (BOY)
$20,100,751

Income & contributions

Employer contributions
$1,224,498
Participant contributions
$2,544,187
Total contributions
$4,358,668
Total income / additions
$7,792,422

Expenses & distributions

Benefits paid
$2,454,970
Administrative expenses
$95,298
Total expenses
$2,555,731
Net increase / (decrease)
$5,236,691

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$49,784$02023
Ifp Advisors LLCADVISOR$45,514not reported in the loaded dataset2023

Related Form 5500 pages