Redaptive, Inc. 401(K) Plan — Form 5500 plan (Redaptive, 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, Redaptive, Inc. 401(K) Plan is a benefit plan reported by Redaptive, Inc. under EIN 47-3325760 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $16,597,926 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Redaptive, Inc.
EIN
47-3325760
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
214
End-of-year plan assets
$16,597,926

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20240930122212NAL0010143248004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,597,926
Net assets (EOY)
$16,597,926
Net assets (BOY)
$10,698,130

Income & contributions

Employer contributions
$1,813,246
Participant contributions
$2,699,564
Total contributions
$5,041,407
Total income / additions
$7,417,458

Expenses & distributions

Benefits paid
$1,489,437
Administrative expenses
$28,225
Total expenses
$1,517,662
Net increase / (decrease)
$5,899,796

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$15,886not reported in the loaded dataset2023
Silicon Valley Retirement ServicesNONE$12,339not reported in the loaded dataset2023

Related Form 5500 pages