Standard International Management, LLC 401(K) Plan — Form 5500 plan (Standard International 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, Standard International Management, LLC 401(K) Plan is a benefit plan reported by Standard International Management, LLC under EIN 46-3247791 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,686 participants and $12,802,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Standard International Management, LLC
- EIN
- 46-3247791
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,686
- End-of-year plan assets
- $12,802,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,686 | H, C | 20241015153338NAL0056984754001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,802,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,802,273
- Net assets (BOY)
- $9,855,224
Income & contributions
- Employer contributions
- $203,529
- Participant contributions
- $1,057,537
- Total contributions
- $2,376,680
- Total income / additions
- $4,228,365
Expenses & distributions
- Benefits paid
- $1,043,579
- Administrative expenses
- $120,736
- Total expenses
- $1,281,316
- Net increase / (decrease)
- $2,947,049
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $120,736 | $0 | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $0 | $28,712 | 2023 |
| Pkf O'Conner Davies, Llp | ACCOUNTANT | $0 | $14,636 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Standard International Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Principal Life Insurance Company — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Pkf O'Conner Davies, Llp — Schedule C compensation