2023 Form 5500 filing — Rakuten Usa 401(K) 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 20241011131708NAL0022814417001) for Rakuten Usa 401(K) Plan, reported by Rakuten Usa under EIN 94-3377047 and plan number 001. It reports 2,971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011131708NAL0022814417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rakuten Usa
- EIN
- 94-3377047
- Plan number
- 001
- Location
- San Mateo, CA
- Participants
- 2,971
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $252,569,565
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $252,569,565
- Employer contributions
- $9,375,464
- Participant contributions
- $22,561,412
- Total income / additions
- $76,743,041
- Benefits paid
- $20,101,617
- Administrative expenses
- $256,694
- Total expenses
- $20,387,832
- Net increase / (decrease)
- $56,355,209
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $148,576 | $0 |
| Newfront Retirement Services Inc | ADVISOR | $59,985 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | ADMINISTRATOR | $25,400 | not reported in the loaded dataset |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $24,675 | not reported in the loaded dataset |