Plan5500

Advisor Hr, Inc. Retirement Savings Plan — Form 5500 plan (Advisor Hr, 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, Advisor Hr, Inc. Retirement Savings Plan is a benefit plan reported by Advisor Hr, Inc. under EIN 47-2456660 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,692 participants and $22,657,566 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advisor Hr, Inc.
EIN
47-2456660
Plan number
001
Plan type
3
Location
Huntersville, NC
Latest filing year
2023
Participants
1,692
End-of-year plan assets
$22,657,566

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,692H, C20250205134210NAL0009832513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,657,566
Total liabilities (EOY)
$0
Net assets (EOY)
$22,657,566
Net assets (BOY)
$19,042,397

Income & contributions

Employer contributions
$1,286,904
Participant contributions
$3,144,463
Total contributions
$5,100,786
Total income / additions
$8,348,362

Expenses & distributions

Benefits paid
$2,481,975
Administrative expenses
$239,881
Total expenses
$2,730,974
Net increase / (decrease)
$5,617,388

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slavic Integrated AdministrationTPA$169,533not reported in the loaded dataset2023
Advisor Hr, Inc.PLAN ADMINISTRATOR$45,936not reported in the loaded dataset2023
Slavic Mutual Fund Management CorpPORTFOLIO MGMT$24,412not reported in the loaded dataset2023

Related Form 5500 pages