Rite-Solutions Savings & Investment Plan — Form 5500 plan (Rite-Solutions, 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, Rite-Solutions Savings & Investment Plan is a benefit plan reported by Rite-Solutions, Inc. under EIN 06-1568667 and plan number 001. The latest loaded filing year is 2023. The filing reports 499 participants and $54,350,290 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rite-Solutions, Inc.
EIN
06-1568667
Plan number
001
Plan type
2
Location
Pawcatuck, CT
Latest filing year
2023
Participants
499
End-of-year plan assets
$54,350,290

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023499H, C20240927155415NAL0001406963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,350,290
Total liabilities (EOY)
$0
Net assets (EOY)
$54,350,290
Net assets (BOY)
$42,208,056

Income & contributions

Employer contributions
$2,098,258
Participant contributions
$3,163,638
Total contributions
$6,432,899
Total income / additions
$14,141,432

Expenses & distributions

Benefits paid
$1,899,833
Administrative expenses
$88,377
Total expenses
$1,999,198
Net increase / (decrease)
$12,142,234

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners, LLCINVESTMENT ADVISOR$56,622not reported in the loaded dataset2023
T.Rowe Price Rps, Inc.RECORDKEEPER$31,755$02023

Related Form 5500 pages