Razor Usa, LLC Employees' 401(K) Plan — Form 5500 plan (Razor Usa, 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, Razor Usa, LLC Employees' 401(K) Plan is a benefit plan reported by Razor Usa, LLC under EIN 95-4807765 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $15,161,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Razor Usa, LLC
- EIN
- 95-4807765
- Plan number
- 001
- Plan type
- 2
- Location
- Cerritos, CA
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $15,161,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241015074400NAL0028953057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,161,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,161,089
- Net assets (BOY)
- $12,774,539
Income & contributions
- Employer contributions
- $342,598
- Participant contributions
- $847,056
- Total contributions
- $1,205,371
- Total income / additions
- $3,588,599
Expenses & distributions
- Benefits paid
- $1,127,083
- Administrative expenses
- $74,966
- Total expenses
- $1,202,049
- Net increase / (decrease)
- $2,386,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Advisors, LLC | INVESTMENT ADVISORY | $39,990 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | AUDIT | $19,950 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $5,645 | $44 | 2023 |
| Lpl Financial Corporation | INVESTMENT ADVISORY | $5,358 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $4,023 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Razor Usa, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Cerritos, CA
- Equitable Advisors, LLC — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation