Downs Rachlin Martin Retirement Plan — Form 5500 plan (Downs Rachlin Martin Pllc)
Plain-English plan 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, Downs Rachlin Martin Retirement Plan is a benefit plan reported by Downs Rachlin Martin Pllc under EIN 03-0253168 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $109,807,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Downs Rachlin Martin Pllc
- EIN
- 03-0253168
- Plan number
- 001
- Plan type
- 2
- Location
- St. Johnsbury, VT
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $109,807,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241004112039NAL0006641747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $109,807,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,807,360
- Net assets (BOY)
- $94,409,507
Income & contributions
- Employer contributions
- $2,255,863
- Participant contributions
- $1,577,153
- Total contributions
- $5,381,709
- Total income / additions
- $21,329,005
Expenses & distributions
- Benefits paid
- $5,762,979
- Administrative expenses
- $168,173
- Total expenses
- $5,931,152
- Net increase / (decrease)
- $15,397,853
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $114,422 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $31,991 | $0 | 2023 |
| Caron & Bletzer, Pllc | ACCOUNTANT/AUDITOR | $11,300 | not reported in the loaded dataset | 2023 |
| Rpw Solutions LLC | CONSULTANT | $10,460 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Downs Rachlin Martin Pllc
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in St. Johnsbury, VT
- Global Retirement Partners LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Rpw Solutions LLC — Schedule C compensation