Plan5500

Aledade 401(K) Savings And Investment Plan — Form 5500 plan (Aledade, Inc.)

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, Aledade 401(K) Savings And Investment Plan is a benefit plan reported by Aledade, Inc. under EIN 46-5417350 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,381 participants and $63,463,574 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aledade, Inc.
EIN
46-5417350
Plan number
001
Plan type
2
Location
Bethesda, MD
Latest filing year
2023
Participants
1,381
End-of-year plan assets
$63,463,574

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,381H, C20241015152300NAL0016738211004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,463,574
Net assets (EOY)
$63,463,574
Net assets (BOY)
$37,114,639

Income & contributions

Employer contributions
$5,928,884
Participant contributions
$12,019,267
Total contributions
$21,320,404
Total income / additions
$29,970,928

Expenses & distributions

Benefits paid
$3,445,872
Administrative expenses
$164,964
Total expenses
$3,621,993
Net increase / (decrease)
$26,348,935

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Advisors IncNONE$90,245not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$74,719not reported in the loaded dataset2023

Related Form 5500 pages