The Rmr Group LLC 401(K) Retirement Plan — Form 5500 plan (The Rmr Group LLC)
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, The Rmr Group LLC 401(K) Retirement Plan is a benefit plan reported by The Rmr Group LLC under EIN 04-3583787 and plan number 001. The latest loaded filing year is 2023. The filing reports 833 participants and $118,894,431 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Rmr Group LLC
- EIN
- 04-3583787
- Plan number
- 001
- Plan type
- 2
- Location
- Newton, MA
- Latest filing year
- 2023
- Participants
- 833
- End-of-year plan assets
- $118,894,431
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 833 | H, C | 20241015072254NAL0015937731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,894,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,894,431
- Net assets (BOY)
- $102,790,473
Income & contributions
- Employer contributions
- $2,989,731
- Participant contributions
- $6,912,555
- Total contributions
- $11,169,472
- Total income / additions
- $30,621,063
Expenses & distributions
- Benefits paid
- $15,019,472
- Administrative expenses
- $234,260
- Total expenses
- $15,253,732
- Net increase / (decrease)
- $15,367,331
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $147,583 | $0 | 2023 |
| Regions Bank | INVESTMENT ADVISORY | $86,677 | $17 | 2023 |
| The Rmr Group LLC | CONTRACT ADMINSTRATOR | $0 | $20,000 | 2023 |