Plan5500

System1 LLC 401(K) Plan — Form 5500 plan (System1 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, System1 LLC 401(K) Plan is a benefit plan reported by System1 LLC under EIN 82-2387353 and plan number 001. The latest loaded filing year is 2023. The filing reports 495 participants and $31,464,249 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
System1 LLC
EIN
82-2387353
Plan number
001
Plan type
2
Location
Marina Del Rey, CA
Latest filing year
2023
Participants
495
End-of-year plan assets
$31,464,249

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023495H, C20240718221931NAL0003630867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,464,249
Total liabilities (EOY)
$1,142
Net assets (EOY)
$31,463,107
Net assets (BOY)
$25,071,846

Income & contributions

Employer contributions
$1,825,244
Participant contributions
$3,690,872
Total contributions
$6,223,784
Total income / additions
$11,534,554

Expenses & distributions

Benefits paid
$5,106,300
Administrative expenses
$22,959
Total expenses
$5,143,293
Net increase / (decrease)
$6,391,261

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oakwood Capital Securities, IncBROKER/ADVISER$0$41,0192023
Empower Advisory Group, LLCINVESTMENT MGMT$19,587not reported in the loaded dataset2023
Truog-Ryding Company, Inc.CONTRACT ADMIN$17,836not reported in the loaded dataset2023
Kestra Investment Services LLCBROKER/ADVISOR$0$12,4002023

Related Form 5500 pages