Judge Rotenberg Educational Center, Inc. Retiremen — Form 5500 plan (Judge Rotenberg Educational Center, Inc.)

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, Judge Rotenberg Educational Center, Inc. Retiremen is a benefit plan reported by Judge Rotenberg Educational Center, Inc. under EIN 04-2489805 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,227 participants and $48,024,189 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Judge Rotenberg Educational Center, Inc.
EIN
04-2489805
Plan number
001
Plan type
2
Location
Canton, MA
Latest filing year
2023
Participants
1,227
End-of-year plan assets
$48,024,189

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,227H, C20250401143949NAL0014186370001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,024,189
Net assets (EOY)
$48,024,189
Net assets (BOY)
$44,041,537

Income & contributions

Employer contributions
$5,279,120
Total contributions
$5,279,120
Total income / additions
$10,545,791

Expenses & distributions

Benefits paid
$6,455,611
Administrative expenses
$27,781
Total expenses
$6,563,139
Net increase / (decrease)
$3,982,652

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Osaic Wealth IncADVISOR$0$92,1172023
Fidelity Investments InstitutionalRECORDKEEPER-$31,908$02023

Related Form 5500 pages