Rlj-Mclarty-Landers Automotive Holdings, LLC 401(K) Plan — Form 5500 plan (Rlj Mclarty Landers Automotive, 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, Rlj-Mclarty-Landers Automotive Holdings, LLC 401(K) Plan is a benefit plan reported by Rlj Mclarty Landers Automotive, LLC under EIN 26-1965744 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,925 participants and $35,043,087 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rlj Mclarty Landers Automotive, LLC
EIN
26-1965744
Plan number
001
Plan type
2
Location
Lewisville, TX
Latest filing year
2023
Participants
1,925
End-of-year plan assets
$35,043,087

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,925H, C20240924124242NAL0004695091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,043,087
Total liabilities (EOY)
$0
Net assets (EOY)
$35,043,087
Net assets (BOY)
$27,428,836

Income & contributions

Employer contributions
$1,100,791
Participant contributions
$3,943,305
Total contributions
$7,160,430
Total income / additions
$12,285,673

Expenses & distributions

Benefits paid
$4,388,844
Administrative expenses
$139,511
Total expenses
$4,671,422
Net increase / (decrease)
$7,614,251

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & Associates IncADVISOR$95,808not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$24,978$02023
Strategic Advisors, Inc.ADVISOR$18,725not reported in the loaded dataset2023

Related Form 5500 pages