Plan5500

Thirdera, LLC — Form 5500 plan (Thirdera, 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, Thirdera, LLC is a benefit plan reported by Thirdera, LLC under EIN 54-1831241 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $15,938,079 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thirdera, LLC
EIN
54-1831241
Plan number
001
Plan type
2
Location
Broomfield, CO
Latest filing year
2023
Participants
249
End-of-year plan assets
$15,938,079

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H, C20240925171641NAL0014722433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,938,079
Total liabilities (EOY)
$0
Net assets (EOY)
$15,938,079
Net assets (BOY)
$10,430,624

Income & contributions

Employer contributions
$441,841
Participant contributions
$2,894,409
Total contributions
$4,293,766
Total income / additions
$6,663,701

Expenses & distributions

Benefits paid
$1,095,180
Administrative expenses
$44,489
Total expenses
$1,156,246
Net increase / (decrease)
$5,507,455

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mml Investor Services LLCADVISOR$31,830not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$8,313not reported in the loaded dataset2023

Related Form 5500 pages