Roa 401(K) Plan — Form 5500 plan (Muller Management)
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, Roa 401(K) Plan is a benefit plan reported by Muller Management under EIN 58-1967160 and plan number 101. The latest loaded filing year is 2023. The filing reports 10,781 participants and $46,255,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Muller Management
- EIN
- 58-1967160
- Plan number
- 101
- Plan type
- 3
- Location
- Cumming, GA
- Latest filing year
- 2023
- Participants
- 10,781
- End-of-year plan assets
- $46,255,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,781 | H, C | 20240509083211NAL0066454594001 |
| 2023 | 9,219 | H, C | 20240425124321NAL0016266849001 |
| 2023 | 14,408 | H, C | 20260311153147NAL0005807058001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $55,135,666
Income & contributions
- Employer contributions
- $2,139,922
- Participant contributions
- $6,103,837
- Total contributions
- $8,834,777
- Total income / additions
- $16,946,131
Expenses & distributions
- Benefits paid
- $3,853,016
- Administrative expenses
- $644,096
- Total expenses
- $4,497,112
- Net increase / (decrease)
- $12,449,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Co | RECORD KEEPER | $361,365 | $0 | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $275,345 | $0 | 2023 |
| Transamerica Life Insurance Co | RECORD KEEPER | $175,946 | $0 | 2023 |
| Transamerica Life Insurance Co | RECORD KEEPER | $175,266 | $0 | 2023 |
| Tag Resources, LLC | RECORD KEEPER | $100,516 | $0 | 2023 |
| Tag Resources, LLC | RECORD KEEPER | $85,722 | $0 | 2023 |
| Raymond James Financial Services | INVESTMENT ADV-PLAN | $9,494 | not reported in the loaded dataset | 2023 |
| Lpl Financial | BROKER | $64 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Muller Management
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Cumming, GA
- Transamerica Life Insurance Co — Schedule C compensation
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Tag Resources, LLC — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Lpl Financial — Schedule C compensation