Rpt Realty, Inc. 401(K) Plan — Form 5500 plan (Rpt Realty, 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, Rpt Realty, Inc. 401(K) Plan is a benefit plan reported by Rpt Realty, Inc. under EIN 38-2072327 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $14,262,964 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rpt Realty, Inc.
EIN
38-2072327
Plan number
001
Plan type
2
Location
Southfield, MI
Latest filing year
2023
Participants
181
End-of-year plan assets
$14,262,964

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20240826125626NAL0005469075001
2023181H, C20241202142815NAL0002349888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$14,262,964

Income & contributions

Total contributions
$0
Total income / additions
$629,748

Expenses & distributions

Benefits paid
$4,239,537
Administrative expenses
$24,767
Total expenses
$4,264,304
Net increase / (decrease)
-$3,634,556

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,157,327,305not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$27,305not reported in the loaded dataset2023
Cerity Partners Retirement PlanADVISOR$24,915not reported in the loaded dataset2023
Uhy LlpACCOUNTANT/AUDITOR$4,540not reported in the loaded dataset2023

Related Form 5500 pages