Fairmont Senior Living 401(K) Plan — Form 5500 plan (Alpha Operations, 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, Fairmont Senior Living 401(K) Plan is a benefit plan reported by Alpha Operations, LLC under EIN 88-1552886 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $217,574 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alpha Operations, LLC
EIN
88-1552886
Plan number
001
Plan type
2
Location
Fairfield, IA
Latest filing year
2023
Participants
203
End-of-year plan assets
$217,574

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023203H, C20250623141822NAL0008752544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$217,574
Total liabilities (EOY)
$0
Net assets (EOY)
$217,574
Net assets (BOY)
$0

Income & contributions

Employer contributions
$2,433
Participant contributions
$161,988
Total contributions
$215,161
Total income / additions
$230,095

Expenses & distributions

Benefits paid
$176
Administrative expenses
$12,345
Total expenses
$12,521
Net increase / (decrease)
$217,574

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurnace CompanyCONTRACT ADMINISTRATOR$12,165$02023
Wilshire AdvisorsINVESTMENT ADVISORY$0$02023

Related Form 5500 pages