2023 Form 5500 filing — Rrm Design 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 20241015170244NAL0050583824001) for Rrm Design Group Retirement Plan, reported by Rrm Design Group under EIN 95-2923783 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170244NAL0050583824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rrm Design Group
- EIN
- 95-2923783
- Plan number
- 001
- Location
- San Luis Obispo, CA
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,255,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,255,431
- Employer contributions
- $386,765
- Participant contributions
- $1,636,389
- Total income / additions
- $5,041,112
- Benefits paid
- $580,741
- Administrative expenses
- $86,210
- Total expenses
- $666,951
- Net increase / (decrease)
- $4,374,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nielsen Benefits & Retirement | SERVICE PROVIDER | $25,944 | not reported in the loaded dataset |
| Nielsen Insurance Group | SERVICE PROVIDER | $23,731 | not reported in the loaded dataset |
| The Ryding Company | SERVICE PROVIDER, TPA | $9,475 | $9,531 |
| Glenn Burdette | SERVICE PROVIDER | $11,450 | not reported in the loaded dataset |
| Morning Star Investment Management | SERVICE PROVIDER | $6,321 | $3,241 |