2023 Form 5500 filing — The Retail Group Retirement 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 20241010092255NAL0040262402001) for The Retail Group Retirement Plan, reported by The Retail Group, Inc. under EIN 66-0676884 and plan number 001. It reports 598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092255NAL0040262402001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Retail Group, Inc.
- EIN
- 66-0676884
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 598
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $782,873
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $782,873
- Employer contributions
- $47,996
- Participant contributions
- $130,205
- Total income / additions
- $283,612
- Benefits paid
- $38,637
- Administrative expenses
- $0
- Total expenses
- $38,637
- Net increase / (decrease)
- $244,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co | RECORDKEEPER | $6,295 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $3,742 | $0 |
| Resources Investment Advisors LLC | INVESTMENT MNGT | $1,448 | $0 |
| A & A Employee Benefitys Consulting | CONTRACT ADMIN | $0 | $312 |