2023 Form 5500 filing — The Retirement And 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 20241004112436NAL0012144209001) for The Retirement And Savings Plan, reported by Ralco Holdings, Inc. under EIN 14-1980707 and plan number 001. It reports 1,224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004112436NAL0012144209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ralco Holdings, Inc.
- EIN
- 14-1980707
- Plan number
- 001
- Location
- Santa Fe Springs, CA
- Participants
- 1,224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,695,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,695,255
- Employer contributions
- $612,096
- Participant contributions
- $1,178,229
- Total income / additions
- $12,332,664
- Benefits paid
- $18,629,395
- Administrative expenses
- $412,828
- Total expenses
- $19,055,602
- Net increase / (decrease)
- -$6,722,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $299,178 | $0 |
| Sageview | RETAINED BY EMPLOYER | $87,500 | not reported in the loaded dataset |
| Forvis | RETAINED BY EMPLOYER | $26,150 | not reported in the loaded dataset |