Russell Sage College Defined Contribution Retirement Plan — Form 5500 plan (Russell Sage College)

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, Russell Sage College Defined Contribution Retirement Plan is a benefit plan reported by Russell Sage College under EIN 14-1338488 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,598 participants and $109,437,161 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Russell Sage College
EIN
14-1338488
Plan number
001
Plan type
2
Location
Troy, NY
Latest filing year
2023
Participants
1,598
End-of-year plan assets
$109,437,161

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,598H, C20240604135507NAL0019559313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$109,437,161
Total liabilities (EOY)
$0
Net assets (EOY)
$109,437,161
Net assets (BOY)
$102,441,807

Income & contributions

Employer contributions
$614,996
Participant contributions
$1,210,895
Total contributions
$2,301,217
Total income / additions
$15,693,711

Expenses & distributions

Benefits paid
$8,583,651
Administrative expenses
$114,706
Total expenses
$8,698,357
Net increase / (decrease)
$6,995,354

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiducient Advisors, LLCNONE$53,811not reported in the loaded dataset2023
TiaaNONE$52,095$02023
Uhy LlpNONE$5,125not reported in the loaded dataset2023

Related Form 5500 pages