2023 Form 5500 filing — Russ Darrow Group, 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 20241011130905NAL0012516323001) for Russ Darrow Group, Inc. 401(K) Savings Plan, reported by Russ Darrow Group, Inc. under EIN 39-1143175 and plan number 001. It reports 1,015 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130905NAL0012516323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Russ Darrow Group, Inc.
- EIN
- 39-1143175
- Plan number
- 001
- Location
- Menomonee Falls, WI
- Participants
- 1,015
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,032,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,032,265
- Employer contributions
- $462,793
- Participant contributions
- $3,419,035
- Total income / additions
- $8,262,567
- Benefits paid
- $2,800,223
- Administrative expenses
- $46,482
- Total expenses
- $2,881,161
- Net increase / (decrease)
- $5,381,406
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $46,533 | $0 |
| Thrivent Insurance Agency Inc | OTHER SERVICES | $0 | $41,630 |
| Thrivent Investment Management Inc. | OTHER SERVICES | $0 | $5,298 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |