2023 Form 5500 filing — Rooney Holdings, Inc. 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 20240930094449NAL0003141667001) for Rooney Holdings, Inc. 401(K) Savings Plan, reported by Rooney Holdings, Inc. under EIN 73-1237809 and plan number 002. It reports 1,985 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930094449NAL0003141667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rooney Holdings, Inc.
- EIN
- 73-1237809
- Plan number
- 002
- Location
- Tulsa, OK
- Participants
- 1,985
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,998,790
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,998,790
- Employer contributions
- $3,349,588
- Participant contributions
- $9,224,724
- Total income / additions
- $32,780,209
- Benefits paid
- $11,191,344
- Administrative expenses
- $383,434
- Total expenses
- $11,737,689
- Net increase / (decrease)
- $21,042,520
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown Advisory | CONSULTANT | $209,236 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $137,392 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $36,806 | not reported in the loaded dataset |