Cps Solutions, LLC 401(K) Plan — Form 5500 plan (Cps Solutions, 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, Cps Solutions, LLC 401(K) Plan is a benefit plan reported by Cps Solutions, LLC under EIN 95-3810548 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,503 participants and $257,911,614 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cps Solutions, LLC
- EIN
- 95-3810548
- Plan number
- 001
- Plan type
- 2
- Location
- Minnetonka, MN
- Latest filing year
- 2023
- Participants
- 3,503
- End-of-year plan assets
- $257,911,614
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,503 | H, C | 20241008170514NAL0017092481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $257,911,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $257,911,614
- Net assets (BOY)
- $214,264,689
Income & contributions
- Employer contributions
- $6,982,850
- Participant contributions
- $17,395,633
- Total contributions
- $28,175,601
- Total income / additions
- $68,198,606
Expenses & distributions
- Benefits paid
- $24,203,256
- Administrative expenses
- $341,727
- Total expenses
- $24,551,681
- Net increase / (decrease)
- $43,646,925
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $253,257 | $0 | 2023 |
| Everhart Financial Group, Inc. | ADVISOR | $48,000 | not reported in the loaded dataset | 2023 |
| Forvis Llp | AUDITOR | $33,075 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc | SECURITIES BROKER | $9,392 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cps Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minnetonka, MN
- Transamerica Retirement Solutions — Schedule C compensation
- Everhart Financial Group, Inc. — Schedule C compensation
- Forvis Llp — Schedule C compensation
- Charles Schwab & Co, Inc — Schedule C compensation