Ria Federal Credit Union 401(K) Retirement Savings Plan — Form 5500 plan (Ria Federal Credit Union)
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, Ria Federal Credit Union 401(K) Retirement Savings Plan is a benefit plan reported by Ria Federal Credit Union under EIN 42-0495795 and plan number 002. The latest loaded filing year is 2023. The filing reports 178 participants and $9,247,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ria Federal Credit Union
- EIN
- 42-0495795
- Plan number
- 002
- Plan type
- 2
- Location
- Bettendorf, IA
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $9,247,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241012081357NAL0024325841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,247,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,247,473
- Net assets (BOY)
- $8,116,012
Income & contributions
- Employer contributions
- $188,555
- Participant contributions
- $542,683
- Total contributions
- $761,880
- Total income / additions
- $1,951,576
Expenses & distributions
- Benefits paid
- $803,219
- Administrative expenses
- $16,896
- Total expenses
- $820,115
- Net increase / (decrease)
- $1,131,461
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,895 | $0 | 2023 |
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $12,688 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ria Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Bettendorf, IA
- Principal Life Insurance Company — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation