2023 Form 5500 filing — Russell Group 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240906123900NAL0001791088001) for Russell Group 401(K) Savings Plan, reported by Russell Group Inc under EIN 85-3625179 and plan number 001. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$25.5MReported net assets$25,492,662
Participants212
Provider compensation$52.6K2 Schedule C row(s)$52,573
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240906123900NAL0001791088001
- Plan sponsor
- Russell Group Inc
- EIN
- 85-3625179
- Plan number
- 001
- Location
- Davenport, IA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$25.5M total assets
Net assets$25.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $25,492,662
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,492,662
- Employer contributions
- $781,363
- Participant contributions
- $2,086,544
- Total income / additions
- $7,356,269
- Benefits paid
- $2,116,106
- Administrative expenses
- $57,080
- Total expenses
- $2,173,186
- Net increase / (decrease)
- $5,183,083
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $32,396 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $20,177 | $0 |