Myorthos 401(K) Plan — Form 5500 plan (Myorthos Holdings, 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, Myorthos 401(K) Plan is a benefit plan reported by Myorthos Holdings, LLC under EIN 84-4014676 and plan number 001. The latest loaded filing year is 2023. The filing reports 733 participants and $20,687,732 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Myorthos Holdings, LLC
- EIN
- 84-4014676
- Plan number
- 001
- Plan type
- 2
- Location
- Wakefield, MA
- Latest filing year
- 2023
- Participants
- 733
- End-of-year plan assets
- $20,687,732
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 733 | H, C | 20241014121649NAL0027244545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,687,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,687,732
- Net assets (BOY)
- $15,549,792
Income & contributions
- Employer contributions
- $1,256,430
- Participant contributions
- $2,768,791
- Total contributions
- $4,782,970
- Total income / additions
- $7,535,765
Expenses & distributions
- Benefits paid
- $2,315,757
- Administrative expenses
- $82,068
- Total expenses
- $2,397,825
- Net increase / (decrease)
- $5,137,940
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group | RECORDKEEPER | $28,601 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $17,000 | not reported in the loaded dataset | 2023 |
| Timescale Financial | INVESTMENT ADVISOR | $16,044 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $13,626 | $0 | 2023 |
| Resources Investment Advisors LLC | ADVISOR | $6,797 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Myorthos Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Wakefield, MA
- The Vanguard Group — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Timescale Financial — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation