Reddy Ice LLC 401(K) Plan — Form 5500 plan (Reddy Ice 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, Reddy Ice LLC 401(K) Plan is a benefit plan reported by Reddy Ice LLC under EIN 75-2244985 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,104 participants and $39,005,180 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reddy Ice LLC
EIN
75-2244985
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
2,104
End-of-year plan assets
$39,005,180

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,104H, C20250609141307NAL0024486672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,005,180
Total liabilities (EOY)
$0
Net assets (EOY)
$39,005,180
Net assets (BOY)
$33,451,080

Income & contributions

Employer contributions
$1,481,151
Participant contributions
$4,627,991
Total contributions
$6,280,030
Total income / additions
$11,545,623

Expenses & distributions

Benefits paid
$5,769,950
Administrative expenses
$220,735
Total expenses
$5,991,523
Net increase / (decrease)
$5,554,100

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$220,735$02023
Alliant Insurance Services, Inc.INVESTMENT ADVISORY$0$53,2922023
Whitley Penn LlpACCOUNTANT$0$18,6892023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages