Dlr Group 401(K) Plan And Esop — Form 5500 plan (Dlr Holding 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, Dlr Group 401(K) Plan And Esop is a benefit plan reported by Dlr Holding Company under EIN 47-0708506 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,067 participants and $395,608,706 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dlr Holding Company
- EIN
- 47-0708506
- Plan number
- 004
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 2,067
- End-of-year plan assets
- $395,608,706
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,067 | H, C | 20250626151843NAL0021089506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $395,608,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $395,608,706
- Net assets (BOY)
- $298,455,686
Income & contributions
- Employer contributions
- $3,742,830
- Participant contributions
- $15,477,741
- Total contributions
- $37,714,688
- Total income / additions
- $129,654,395
Expenses & distributions
- Benefits paid
- $32,385,200
- Administrative expenses
- $110,528
- Total expenses
- $32,501,375
- Net increase / (decrease)
- $97,153,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $62,410 | not reported in the loaded dataset | 2023 |
| Bridges Investment Management | NONE | $48,068 | not reported in the loaded dataset | 2023 |
| Mariner LLC | NONE | $17,082 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $370 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dlr Holding Company
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Bridges Investment Management — Schedule C compensation
- Mariner LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation