Andretti Petroleum Group Retirement Savings Plan — Form 5500 plan (Andretti Group)

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, Andretti Petroleum Group Retirement Savings Plan is a benefit plan reported by Andretti Group under EIN 81-4893805 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,172 participants and $11,153,432 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Andretti Group
EIN
81-4893805
Plan number
001
Plan type
2
Location
Grants Pass, OR
Latest filing year
2023
Participants
1,172
End-of-year plan assets
$11,153,432

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,172H, C20241011132412NAL0037039712001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,153,432
Total liabilities (EOY)
$0
Net assets (EOY)
$11,153,432
Net assets (BOY)
$9,020,933

Income & contributions

Employer contributions
$536,917
Participant contributions
$1,020,181
Total contributions
$1,587,862
Total income / additions
$3,082,313

Expenses & distributions

Benefits paid
$879,616
Administrative expenses
$70,198
Total expenses
$949,814
Net increase / (decrease)
$2,132,499

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$34,423$02023
Perennial Investment Advisors, LLCRETAINED BY EMPLOYER$23,819not reported in the loaded dataset2023

Related Form 5500 pages