Cifc Asset Management LLC Retirement Plan — Form 5500 plan (Cifc Asset Management 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, Cifc Asset Management LLC Retirement Plan is a benefit plan reported by Cifc Asset Management LLC under EIN 45-2525882 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $45,649,455 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cifc Asset Management LLC
- EIN
- 45-2525882
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $45,649,455
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20241015090426NAL0027897121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,649,455
- Net assets (EOY)
- $45,649,455
- Net assets (BOY)
- $23,633,409
Income & contributions
- Employer contributions
- $1,509,729
- Participant contributions
- $3,305,242
- Total contributions
- $5,187,893
- Total income / additions
- $12,124,416
Expenses & distributions
- Benefits paid
- $1,029,388
- Administrative expenses
- $3,294
- Total expenses
- $1,040,158
- Net increase / (decrease)
- $11,084,258
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Inst. Op. Co. | RECORDKEEPER | $3,294 | $0 | 2023 |