Persona Signs, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Persona Signs, 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, Persona Signs, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Persona Signs, LLC under EIN 87-4419557 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $17,405,268 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Persona Signs, LLC
EIN
87-4419557
Plan number
001
Plan type
2
Location
Watertown, SD
Latest filing year
2023
Participants
482
End-of-year plan assets
$17,405,268

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023482H, C20241015115338NAL0047686288001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,405,268
Total liabilities (EOY)
$0
Net assets (EOY)
$17,405,268
Net assets (BOY)
$14,048,966

Income & contributions

Employer contributions
$465,486
Participant contributions
$1,171,199
Total contributions
$1,878,705
Total income / additions
$4,289,758

Expenses & distributions

Benefits paid
$834,870
Administrative expenses
$98,586
Total expenses
$933,456
Net increase / (decrease)
$3,356,302

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory Group, LLCINVESTMENT ADVISOR$33,401not reported in the loaded dataset2023
Eide Bailly LlpAUDITOR$12,620not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$10,444$02023
Sageview Advisory Group, LLCINVESTMENT MGMT$186not reported in the loaded dataset2023

Related Form 5500 pages