Plan5500

Dudek 401(K) Plan — Form 5500 plan (Dudek)

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, Dudek 401(K) Plan is a benefit plan reported by Dudek under EIN 95-3873865 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,003 participants and $77,062,172 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dudek
EIN
95-3873865
Plan number
001
Plan type
2
Location
Encinitas, CA
Latest filing year
2023
Participants
1,003
End-of-year plan assets
$77,062,172

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,003H, C20240924180736NAL0007668675001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,062,172
Total liabilities (EOY)
$0
Net assets (EOY)
$77,062,172
Net assets (BOY)
$60,429,274

Income & contributions

Employer contributions
$963,986
Participant contributions
$5,745,522
Total contributions
$7,580,414
Total income / additions
$19,864,467

Expenses & distributions

Benefits paid
$3,935,326
Administrative expenses
$144,178
Total expenses
$4,079,504
Net increase / (decrease)
$15,784,963

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncTHIRD PARTY ADMINISTRATOR$44,081$02023
Concurrent Investment Advisors, LLCCONSULTANT$12,500not reported in the loaded dataset2023
Next Retirement SolutionsINVESTMENT ADVISOR$12,500not reported in the loaded dataset2023

Related Form 5500 pages