Rodl Management, Inc. 401(K) Savings Plan — Form 5500 plan (Rodl Management, 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, Rodl Management, Inc. 401(K) Savings Plan is a benefit plan reported by Rodl Management, Inc. under EIN 58-1307629 and plan number 001. The latest loaded filing year is 2023. The filing reports 448 participants and $58,977,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rodl Management, Inc.
- EIN
- 58-1307629
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 448
- End-of-year plan assets
- $58,977,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 448 | H, C | 20240627094012NAL0010009521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,977,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,977,100
- Net assets (BOY)
- $47,085,716
Income & contributions
- Employer contributions
- $1,196,137
- Participant contributions
- $2,813,979
- Total contributions
- $4,235,046
- Total income / additions
- $12,875,474
Expenses & distributions
- Benefits paid
- $913,924
- Administrative expenses
- $70,166
- Total expenses
- $984,090
- Net increase / (decrease)
- $11,891,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $40,813 | $0 | 2023 |
| Sagepoint Financial Inc | NONE | $15,632 | not reported in the loaded dataset | 2023 |
| Morningstar | NONE | $7,470 | not reported in the loaded dataset | 2023 |
| Osaic Wealth Inc | NONE | $6,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rodl Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- The Vanguard Group, Inc. — Schedule C compensation
- Sagepoint Financial Inc — Schedule C compensation
- Morningstar — Schedule C compensation
- Osaic Wealth Inc — Schedule C compensation