Plan5500

Teamvantage 401k Retirement Plan. — Form 5500 plan (Teamvantage Buyer, 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, Teamvantage 401k Retirement Plan. is a benefit plan reported by Teamvantage Buyer, LLC under EIN 85-3464786 and plan number 002. The latest loaded filing year is 2023. The filing reports 580 participants and $27,843,784 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Teamvantage Buyer, LLC
EIN
85-3464786
Plan number
002
Plan type
2
Location
Forest Lake, MN
Latest filing year
2023
Participants
580
End-of-year plan assets
$27,843,784

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023580H, C20241001155612NAL0012102416001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,843,784
Total liabilities (EOY)
$0
Net assets (EOY)
$27,843,784
Net assets (BOY)
$23,219,865

Income & contributions

Employer contributions
$670,625
Participant contributions
$2,548,799
Total contributions
$3,855,111
Total income / additions
$7,548,525

Expenses & distributions

Benefits paid
$2,819,225
Administrative expenses
$104,478
Total expenses
$2,924,606
Net increase / (decrease)
$4,623,919

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Capital Markets LLCINVESTMENT ADVISORY$53,556$222023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$50,888$02023

Related Form 5500 pages