Plan5500

Rco Engineering, Inc. 401(K) Plan — Form 5500 plan (Rco Engineering, 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, Rco Engineering, Inc. 401(K) Plan is a benefit plan reported by Rco Engineering, Inc. under EIN 38-2502121 and plan number 004. The latest loaded filing year is 2023. The filing reports 798 participants and $57,145,225 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rco Engineering, Inc.
EIN
38-2502121
Plan number
004
Plan type
2
Location
Roseville, MI
Latest filing year
2023
Participants
798
End-of-year plan assets
$57,145,225

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023798H, C20241014145028NAL0026460929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,145,225
Total liabilities (EOY)
$0
Net assets (EOY)
$57,145,225
Net assets (BOY)
$49,907,836

Income & contributions

Employer contributions
$316,498
Participant contributions
$2,998,112
Total contributions
$3,497,598
Total income / additions
$10,706,846

Expenses & distributions

Benefits paid
$3,443,433
Administrative expenses
$25,973
Total expenses
$3,469,457
Net increase / (decrease)
$7,237,389

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$86,901not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$60,928$02023

Related Form 5500 pages