Ruffalo Noel Levitz 401(K) Plan — Form 5500 plan (Ruffalo Noel Levitz)
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, Ruffalo Noel Levitz 401(K) Plan is a benefit plan reported by Ruffalo Noel Levitz under EIN 48-1289593 and plan number 001. The latest loaded filing year is 2023. The filing reports 809 participants and $52,178,060 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ruffalo Noel Levitz
- EIN
- 48-1289593
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 809
- End-of-year plan assets
- $52,178,060
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 809 | H, C | 20240924161115NAL0013035297002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,178,060
- Net assets (EOY)
- $52,178,060
- Net assets (BOY)
- $50,352,026
Income & contributions
- Employer contributions
- $1,253,205
- Participant contributions
- $2,725,065
- Total contributions
- $4,006,763
- Total income / additions
- $12,448,336
Expenses & distributions
- Benefits paid
- $10,559,265
- Administrative expenses
- $63,037
- Total expenses
- $10,622,302
- Net increase / (decrease)
- $1,826,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement, Inc | INVESTMENT ADVISORY | $33,502 | not reported in the loaded dataset | 2023 |
| Hays Financial Group LLC | INVESTMENT ADVISORY- PLAN | $14,845 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $14,690 | $0 | 2023 |