Royal Management Corporation Lexington Retirement Savings Plan — Form 5500 plan (Royal Management Corporation)
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, Royal Management Corporation Lexington Retirement Savings Plan is a benefit plan reported by Royal Management Corporation under EIN 36-3678107 and plan number 001. The latest loaded filing year is 2023. The filing reports 425 participants and $13,639,811 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Royal Management Corporation
- EIN
- 36-3678107
- Plan number
- 001
- Plan type
- 2
- Location
- Lombard, IL
- Latest filing year
- 2023
- Participants
- 425
- End-of-year plan assets
- $13,639,811
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 425 | H, C | 20240924144641NAL0012914129002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,639,811
- Net assets (EOY)
- $13,639,811
- Net assets (BOY)
- $13,485,158
Income & contributions
- Participant contributions
- $142,895
- Total contributions
- $142,895
- Total income / additions
- $2,279,730
Expenses & distributions
- Benefits paid
- $2,049,344
- Administrative expenses
- $75,733
- Total expenses
- $2,125,077
- Net increase / (decrease)
- $154,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $36,452 | $0 | 2023 |
| Creative Planning LLC | INVESTMENT ADVISORY-PLAN | $26,781 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |