2023 Form 5500 filing — Red Roof Franchising, LLC 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 20241015084849NAL0047086000001) for Red Roof Franchising, LLC 401(K) Savings Plan, reported by Red Roof Franchising, LLC under EIN 20-8383703 and plan number 001. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084849NAL0047086000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Red Roof Franchising, LLC
- EIN
- 20-8383703
- Plan number
- 001
- Location
- New Albany, OH
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,715,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,715,953
- Employer contributions
- $538,427
- Participant contributions
- $1,200,666
- Total income / additions
- $4,636,121
- Benefits paid
- $1,774,772
- Administrative expenses
- $84,970
- Total expenses
- $1,859,742
- Net increase / (decrease)
- $2,776,379
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $84,971 | $0 |
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $24,512 |
| Alliance Benefit Group Of Houston | THIRD PARTY ADMIN | $0 | $8,170 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |