Rkl Llp 401(K) Plan — Form 5500 plan (Rkl Llp)
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, Rkl Llp 401(K) Plan is a benefit plan reported by Rkl Llp under EIN 23-2108173 and plan number 001. The latest loaded filing year is 2023. The filing reports 763 participants and $103,830,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rkl Llp
- EIN
- 23-2108173
- Plan number
- 001
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 763
- End-of-year plan assets
- $103,830,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 763 | H, C | 20241007091611NAL0015861681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,830,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,830,338
- Net assets (BOY)
- $86,540,633
Income & contributions
- Employer contributions
- $3,094,589
- Participant contributions
- $6,061,401
- Total contributions
- $10,160,464
- Total income / additions
- $26,080,029
Expenses & distributions
- Benefits paid
- $8,775,970
- Administrative expenses
- $14,354
- Total expenses
- $8,790,324
- Net increase / (decrease)
- $17,289,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $9,034 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,320 | $0 | 2023 |