Rategain Technologies, Inc. 401(K) Savings Plan — Form 5500 plan (Rategain Technologies, Inc.)
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, Rategain Technologies, Inc. 401(K) Savings Plan is a benefit plan reported by Rategain Technologies, Inc. under EIN 35-2531679 and plan number 001. The latest loaded filing year is 2023. The filing reports 301 participants and $26,413,077 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rategain Technologies, Inc.
- EIN
- 35-2531679
- Plan number
- 001
- Plan type
- 2
- Location
- Irving, TX
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- $26,413,077
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20241010121455NAL0020955713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,413,077
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,413,077
- Net assets (BOY)
- $22,540,953
Income & contributions
- Employer contributions
- $423,849
- Participant contributions
- $883,791
- Total contributions
- $1,615,994
- Total income / additions
- $6,334,640
Expenses & distributions
- Benefits paid
- $2,377,972
- Administrative expenses
- $84,544
- Total expenses
- $2,462,516
- Net increase / (decrease)
- $3,872,124
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $49,411 | $5,839 | 2023 |
| Alliant Retirement Consulting | NONE | $15,502 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us Llp | NONE | $11,881 | not reported in the loaded dataset | 2023 |
| Hogan Taylor Llp | NONE | $7,750 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rategain Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Irving, TX
- Milliman, Inc. — Schedule C compensation
- Alliant Retirement Consulting — Schedule C compensation
- Baker Tilly Us Llp — Schedule C compensation
- Hogan Taylor Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation