2023 Form 5500 filing — Roche Bros. 401(K) And Profit Sharing 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 20250725124806NAL0008756272001) for Roche Bros. 401(K) And Profit Sharing Plan, reported by Roche Bros. Midco, LLC F/K/A Roche Bros. Supermarkets, Co. under EIN 04-2264124 and plan number 001. It reports 3,171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250725124806NAL0008756272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roche Bros. Midco, LLC F/K/A Roche Bros. Supermarkets, Co.
- EIN
- 04-2264124
- Plan number
- 001
- Location
- Mansfield, MA
- Participants
- 3,171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $206,910,163
- Net assets (EOY)
- $206,910,163
- Employer contributions
- $3,588,832
- Participant contributions
- $4,607,345
- Total income / additions
- $52,206,268
- Benefits paid
- $17,803,152
- Administrative expenses
- $400,743
- Total expenses
- $18,243,678
- Net increase / (decrease)
- $33,962,590
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $258,616 | $0 |
| Royal Alliance Associates | CONSULTANT | $115,352 | not reported in the loaded dataset |
| Clifton Larson Allen, Llp | ACCOUNTANT | $18,900 | not reported in the loaded dataset |
| Rsm Us Llp | ACCOUNTANT | $7,875 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |