Rfe/Rl, Inc. Us Retirement Savings Plan — Form 5500 plan (Rfe/Rl, 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, Rfe/Rl, Inc. Us Retirement Savings Plan is a benefit plan reported by Rfe/Rl, Inc. under EIN 52-1068522 and plan number 002. The latest loaded filing year is 2023. The filing reports 339 participants and $54,661,198 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rfe/Rl, Inc.
- EIN
- 52-1068522
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 339
- End-of-year plan assets
- $54,661,198
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20240718135806NAL0003217219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,661,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,661,198
- Net assets (BOY)
- $47,436,828
Income & contributions
- Employer contributions
- $1,468,706
- Participant contributions
- $1,523,713
- Total contributions
- $2,992,752
- Total income / additions
- $9,808,155
Expenses & distributions
- Benefits paid
- $2,440,791
- Administrative expenses
- $141,877
- Total expenses
- $2,583,785
- Net increase / (decrease)
- $7,224,370
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $130,705 | $0 | 2023 |
| Capfinancial Partners LLC Dba Cap | NONE | $72,295 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | NONE | $25 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rfe/Rl, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Empower Annuity Insurance Company — Schedule C compensation
- Capfinancial Partners LLC Dba Cap — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation