Aldridge Group, LLC 401(K) Retirement Plan — Form 5500 plan (Aldridge Group, 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, Aldridge Group, LLC 401(K) Retirement Plan is a benefit plan reported by Aldridge Group, LLC under EIN 46-4566651 and plan number 001. The latest loaded filing year is 2023. The filing reports 591 participants and $98,084,775 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aldridge Group, LLC
- EIN
- 46-4566651
- Plan number
- 001
- Plan type
- 2
- Location
- Libertyville, IL
- Latest filing year
- 2023
- Participants
- 591
- End-of-year plan assets
- $98,084,775
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 591 | H, C | 20241009094436NAL0030845264001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,084,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,084,775
- Net assets (BOY)
- $80,352,789
Income & contributions
- Employer contributions
- $3,203,660
- Participant contributions
- $5,335,476
- Total contributions
- $10,072,324
- Total income / additions
- $24,071,967
Expenses & distributions
- Benefits paid
- $6,169,798
- Administrative expenses
- $170,183
- Total expenses
- $6,339,981
- Net increase / (decrease)
- $17,731,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $75,929 | $0 | 2023 |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $39,375 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $27,366 | not reported in the loaded dataset | 2023 |
| The Vanderbloemen Group LLC | OTHER | $22,000 | not reported in the loaded dataset | 2023 |
| Administrative Fiduciary Services I | OTHER | $9,126 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aldridge Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Libertyville, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- The Vanderbloemen Group LLC — Schedule C compensation
- Administrative Fiduciary Services I — Schedule C compensation