Plan5500

Rkd Group, LLC 401(K) Plan — Form 5500 plan (Rkd Group, LLC)

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, Rkd Group, LLC 401(K) Plan is a benefit plan reported by Rkd Group, LLC under EIN 47-5152075 and plan number 001. The latest loaded filing year is 2023. The filing reports 580 participants and $33,845,349 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rkd Group, LLC
EIN
47-5152075
Plan number
001
Plan type
2
Location
Plano, TX
Latest filing year
2023
Participants
580
End-of-year plan assets
$33,845,349

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023580H, C20241003082323NAL0004708339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,845,349
Total liabilities (EOY)
$0
Net assets (EOY)
$33,845,349
Net assets (BOY)
$26,381,405

Income & contributions

Employer contributions
$457,556
Participant contributions
$2,701,918
Total contributions
$3,897,452
Total income / additions
$8,275,880

Expenses & distributions

Benefits paid
$653,501
Administrative expenses
$144,503
Total expenses
$811,936
Net increase / (decrease)
$7,463,944

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Ins CoRECORDKEEPER$56,812not reported in the loaded dataset2023
Commonwealth Financial NetworkBROKER$42,342not reported in the loaded dataset2023
Lpl Financial LLCBROKER$25,821not reported in the loaded dataset2023
Tyler Associates IncTPA$19,530not reported in the loaded dataset2023

Related Form 5500 pages