Plan5500

Inizio Retirement Plan — Form 5500 plan (Ashfield Healthcare, 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, Inizio Retirement Plan is a benefit plan reported by Ashfield Healthcare, LLC under EIN 90-0789049 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,942 participants and $107,775,638 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ashfield Healthcare, LLC
EIN
90-0789049
Plan number
001
Plan type
2
Location
Ft Washington, PA
Latest filing year
2023
Participants
3,942
End-of-year plan assets
$107,775,638

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,942H, C20241011103508NAL0012375507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$107,775,638
Total liabilities (EOY)
$0
Net assets (EOY)
$107,775,638
Net assets (BOY)
$77,387,635

Income & contributions

Employer contributions
$6,296,944
Participant contributions
$16,126,540
Total contributions
$26,245,727
Total income / additions
$42,422,764

Expenses & distributions

Benefits paid
$11,662,304
Administrative expenses
$326,528
Total expenses
$12,083,846
Net increase / (decrease)
$30,338,918

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement PartnersINVESTMENT/FINANCIAL ADVI$164,597$02023
Adp, Inc.RECORD KEEPER$161,931$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Morningstar Retirement ManagerINVESTMENT MANAGER$0$02023

Related Form 5500 pages