Russ Darrow Group, Inc. 401(K) Savings Plan — Form 5500 plan (Russ Darrow 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, Russ Darrow Group, Inc. 401(K) Savings Plan is a benefit plan reported by Russ Darrow Group, Inc. under EIN 39-1143175 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,015 participants and $32,032,265 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Russ Darrow Group, Inc.
- EIN
- 39-1143175
- Plan number
- 001
- Plan type
- 2
- Location
- Menomonee Falls, WI
- Latest filing year
- 2023
- Participants
- 1,015
- End-of-year plan assets
- $32,032,265
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,015 | H, C | 20241011130905NAL0012516323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,032,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,032,265
- Net assets (BOY)
- $26,650,859
Income & contributions
- Employer contributions
- $462,793
- Participant contributions
- $3,419,035
- Total contributions
- $3,927,889
- Total income / additions
- $8,262,567
Expenses & distributions
- Benefits paid
- $2,800,223
- Administrative expenses
- $46,482
- Total expenses
- $2,881,161
- Net increase / (decrease)
- $5,381,406
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $46,533 | $0 | 2023 |
| Thrivent Insurance Agency Inc | OTHER SERVICES | $0 | $41,630 | 2023 |
| Thrivent Investment Management Inc. | OTHER SERVICES | $0 | $5,298 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Russ Darrow Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Menomonee Falls, WI
- Principal Life Insurance Company — Schedule C compensation
- Thrivent Insurance Agency Inc — Schedule C compensation
- Thrivent Investment Management Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation