Retail Success 401(K) Plan — Form 5500 plan (Retail Success 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, Retail Success 401(K) Plan is a benefit plan reported by Retail Success LLC under EIN 27-4527888 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $6,545,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Retail Success LLC
- EIN
- 27-4527888
- Plan number
- 001
- Plan type
- 2
- Location
- Overland Park, KS
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $6,545,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20241003095854NAL0020251106001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,545,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,545,334
- Net assets (BOY)
- $5,740,343
Income & contributions
- Employer contributions
- $297,397
- Participant contributions
- $623,949
- Total contributions
- $1,068,796
- Total income / additions
- $2,053,884
Expenses & distributions
- Benefits paid
- $1,195,668
- Administrative expenses
- $53,225
- Total expenses
- $1,248,893
- Net increase / (decrease)
- $804,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,339 | $0 | 2023 |
| Archford Capital Strategies LLC | INVESTMENT ADVISOR | $22,135 | not reported in the loaded dataset | 2023 |
| Benefit Plans Plus LLC | THIRD PARTY ADMINISTRATO | $2,982 | $6,217 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,468 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Retail Success LLC
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Overland Park, KS
- Empower Annuity Insurance Company O — Schedule C compensation
- Archford Capital Strategies LLC — Schedule C compensation
- Benefit Plans Plus LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation