Decisionhr Retirement Savings Plan — Form 5500 plan (Decisionhr, 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, Decisionhr Retirement Savings Plan is a benefit plan reported by Decisionhr, Inc. under EIN 59-3405686 and plan number 333. The latest loaded filing year is 2023. The filing reports 13,590 participants and $64,854,926 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Decisionhr, Inc.
EIN
59-3405686
Plan number
333
Plan type
3
Location
St. Petersburg, FL
Latest filing year
2023
Participants
13,590
End-of-year plan assets
$64,854,926

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,590H, C20250402105701NAL0009638625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,854,926
Total liabilities (EOY)
$0
Net assets (EOY)
$64,854,926
Net assets (BOY)
$63,263,707

Income & contributions

Employer contributions
$2,618,067
Participant contributions
$7,265,693
Total contributions
$10,291,844
Total income / additions
$20,475,759

Expenses & distributions

Benefits paid
$9,447,741
Administrative expenses
$476,204
Total expenses
$10,153,824
Net increase / (decrease)
$10,321,935

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance CorpNONE$350,247not reported in the loaded dataset2023
Bks Financial Investments LLCNONE$71,881not reported in the loaded dataset2023
Decisionhr, Inc.NONE$25,168not reported in the loaded dataset2023
Charles Schwab BankNONE$6,282$02023

Related Form 5500 pages