2023 Form 5500 filing — Roane Transportation Services Retirement 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 20241015100438NAL0029204017001) for Roane Transportation Services Retirement Savings Plan, reported by Roane Transportation Services, LLC under EIN 62-1641082 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100438NAL0029204017001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Roane Transportation Services, LLC
- EIN
- 62-1641082
- Plan number
- 001
- Location
- Rockwood, TN
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,203,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,203,365
- Employer contributions
- $183,945
- Participant contributions
- $491,633
- Total income / additions
- $1,124,938
- Benefits paid
- $974,396
- Administrative expenses
- $46,340
- Total expenses
- $1,020,736
- Net increase / (decrease)
- $104,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $24,182 | $0 |
| Erisa Services Inc | CONTRACT ADMINISTRATOR | $14,902 | $1,520 |
| Sageview Advisory Group, LLC | INVESTMENT MGMT | $7,211 | not reported in the loaded dataset |