Roanoke Group Inc. Retirement Savings Plan — Form 5500 plan (Roanoke Group 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, Roanoke Group Inc. Retirement Savings Plan is a benefit plan reported by Roanoke Group Inc. under EIN 36-4108247 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $48,311,182 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roanoke Group Inc.
- EIN
- 36-4108247
- Plan number
- 001
- Plan type
- 2
- Location
- Schaumburg, IL
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $48,311,182
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20241004082140NAL0023127170001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,311,182
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,311,182
- Net assets (BOY)
- $42,736,474
Income & contributions
- Employer contributions
- $1,264,658
- Participant contributions
- $2,443,551
- Total contributions
- $4,343,371
- Total income / additions
- $10,723,166
Expenses & distributions
- Benefits paid
- $5,088,498
- Administrative expenses
- $47,083
- Total expenses
- $5,148,458
- Net increase / (decrease)
- $5,574,708
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial | ADVISOR | $44,430 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,656 | $0 | 2023 |