Plan5500

Roland Park Place Retirement Plan — Form 5500 plan (Roland Park Place)

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, Roland Park Place Retirement Plan is a benefit plan reported by Roland Park Place under EIN 52-1197548 and plan number 001. The latest loaded filing year is 2023. The filing reports 332 participants and $6,952,060 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roland Park Place
EIN
52-1197548
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
332
End-of-year plan assets
$6,952,060

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023332H, C20250409102329NAL0019743857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,952,060
Total liabilities (EOY)
$368
Net assets (EOY)
$6,951,692
Net assets (BOY)
$6,653,370

Income & contributions

Employer contributions
$215,385
Participant contributions
$418,568
Total contributions
$633,953
Total income / additions
$1,340,440

Expenses & distributions

Benefits paid
$1,002,274
Administrative expenses
$39,844
Total expenses
$1,042,118
Net increase / (decrease)
$298,322

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
EmpowerRECORDKEEPER$37,071$02023
Usi Securities, Inc.BROKER/ADVISOR$0$7,5472023
Usi Consulting GroupCONTRACT ADMIN$3,375$2,9872023
Empower Advisory Group, LLCINVESTMENT MGMT$16not reported in the loaded dataset2023

Related Form 5500 pages