Selectransportation Resources, L.L.C. Retirement Savings Plan — Form 5500 plan (Selectransportation Resources, L.L.C.)
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, Selectransportation Resources, L.L.C. Retirement Savings Plan is a benefit plan reported by Selectransportation Resources, L.L.C. under EIN 74-2882346 and plan number 001. The latest loaded filing year is 2023. The filing reports 505 participants and $38,850,335 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Selectransportation Resources, L.L.C.
- EIN
- 74-2882346
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 505
- End-of-year plan assets
- $38,850,335
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 505 | H, C | 20241001091509NAL0003155779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,850,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,850,335
- Net assets (BOY)
- $33,147,271
Income & contributions
- Employer contributions
- $1,301,070
- Participant contributions
- $2,538,115
- Total contributions
- $4,158,523
- Total income / additions
- $8,983,082
Expenses & distributions
- Benefits paid
- $3,169,836
- Administrative expenses
- $115,226
- Total expenses
- $3,280,018
- Net increase / (decrease)
- $5,703,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $51,088 | $0 | 2023 |
| Shepherd Financial Investment | ADVISOR | $44,570 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $19,568 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Selectransportation Resources, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Fidelity Investments Institutional — Schedule C compensation
- Shepherd Financial Investment — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation