Rethink Autism, Inc. Retirement Plan — Form 5500 plan (Rethink Autism, Inc. Dba Rethink First)

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, Rethink Autism, Inc. Retirement Plan is a benefit plan reported by Rethink Autism, Inc. Dba Rethink First under EIN 26-1746074 and plan number 002. The latest loaded filing year is 2023. The filing reports 382 participants and $9,150,315 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rethink Autism, Inc. Dba Rethink First
EIN
26-1746074
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
382
End-of-year plan assets
$9,150,315

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023382H, C20241004161559NAL0019925632001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,150,315
Total liabilities (EOY)
$1,744
Net assets (EOY)
$9,148,571
Net assets (BOY)
$5,539,375

Income & contributions

Employer contributions
$572,314
Participant contributions
$2,126,392
Total contributions
$3,041,402
Total income / additions
$4,306,139

Expenses & distributions

Benefits paid
$631,021
Administrative expenses
$58,001
Total expenses
$696,943
Net increase / (decrease)
$3,609,196

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mml Investor Services LLCADVISOR$31,997not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$26,004$02023

Related Form 5500 pages