Eseclending Retirement Savings Plan — Form 5500 plan (Securities Finance Trust Company)
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, Eseclending Retirement Savings Plan is a benefit plan reported by Securities Finance Trust Company under EIN 46-3307340 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $15,365,383 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Securities Finance Trust Company
- EIN
- 46-3307340
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $15,365,383
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20240729093408NAL0010909411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,365,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,365,383
- Net assets (BOY)
- $13,001,161
Income & contributions
- Employer contributions
- $203,814
- Participant contributions
- $1,040,843
- Total contributions
- $1,461,469
- Total income / additions
- $3,902,583
Expenses & distributions
- Benefits paid
- $1,513,650
- Administrative expenses
- $13,702
- Total expenses
- $1,538,361
- Net increase / (decrease)
- $2,364,222
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pinnacle Pension Consultants LLC | ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$6,298 | $0 | 2023 |