Search public Form 5500 filings

Plans

• planSage 401(K) PlanFinancial statementProvider compensation2023 filing
  $392.4Mreported assets (EOY)
  Sponsor: Sage Software Inc.EIN: 54-1222526Plan: 001Participants: 3,502Assets: $392,435,531Net assets: $392.4MAssets / participant: $112.1KLocation: Lawrenceville, GALatest: 2023
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• planRicoh Electronics, Inc. Employees' Savings And Retirement PlanFinancial statementProvider compensation2023 filing
  $150.9Mreported assets (EOY)
  Sponsor: Ricoh Electronics, Inc.EIN: 95-2816466Plan: 001Participants: 943Assets: $150,921,919Net assets: $150.9MAssets / participant: $160KLocation: Lawrenceville, GALatest: 2023
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• planCathedral Holdings, Inc. Employee Stock Ownership And 401(K) PlanFinancial statement2023 filing
  $138.3Mreported assets (EOY)
  Sponsor: Cathedral Holdings, Inc.EIN: 84-3852177Plan: 003Participants: 107Assets: $138,306,394Net assets: $128.4MAssets / participant: $1.3MLocation: Lawrenceville, GALatest: 2023
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• planLendmark 401(K) PlanFinancial statementProvider compensation2023 filing
  $100.6Mreported assets (EOY)
  Sponsor: Lendmark Financial Services, LLCEIN: 58-2257419Plan: 001Participants: 2,315Assets: $100,597,114Net assets: $100.6MAssets / participant: $43.5KLocation: Lawrenceville, GALatest: 2023
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• planKik Custom Products 401(K) Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $97.3Mreported assets (EOY)
  Sponsor: Kik International LLCEIN: 13-3897201Plan: 001Participants: 2,744Assets: $97,284,764Net assets: $97.3MAssets / participant: $35.5KLocation: Lawrenceville, GALatest: 2023
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• planWika Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $93.4Mreported assets (EOY)
  Sponsor: Wika Holding LpEIN: 11-2617645Plan: 001Participants: 1,387Assets: $93,419,720Net assets: $93.4MAssets / participant: $67.4KLocation: Lawrenceville, GALatest: 2023
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• planPdi 401(K) Profit Sharing Retirement PlanFinancial statementProvider compensation2023 filing
  $24.6Mreported assets (EOY)
  Sponsor: Plumbing Distributors, Inc.EIN: 58-1162636Plan: 001Participants: 567Assets: $24,560,405Net assets: $24.6MAssets / participant: $43.3KLocation: Lawrenceville, GALatest: 2023
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• planM3 Accounting Services, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $23.1Mreported assets (EOY)
  Sponsor: M3 Accounting Services, Inc.EIN: 58-2442769Plan: 001Participants: 304Assets: $23,092,398Net assets: $23.1MAssets / participant: $76KLocation: Lawrenceville, GALatest: 2023
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