Rood, Riddle & Partners, P.S.C. Savings And Retirement Plan — Form 5500 plan (Rood, Riddle & Partners, P.S.C.)
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, Rood, Riddle & Partners, P.S.C. Savings And Retirement Plan is a benefit plan reported by Rood, Riddle & Partners, P.S.C. under EIN 61-0993798 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $31,001,090 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rood, Riddle & Partners, P.S.C.
- EIN
- 61-0993798
- Plan number
- 001
- Plan type
- 3
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 356
- End-of-year plan assets
- $31,001,090
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 356 | H, C | 20240909140232NAL0008006768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,001,090
- Net assets (EOY)
- $31,001,090
- Net assets (BOY)
- $27,017,354
Income & contributions
- Employer contributions
- $659,834
- Participant contributions
- $1,589,921
- Total contributions
- $2,593,789
- Total income / additions
- $8,094,689
Expenses & distributions
- Benefits paid
- $4,022,692
- Administrative expenses
- $87,091
- Total expenses
- $4,110,953
- Net increase / (decrease)
- $3,983,736
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $75,388 | $0 | 2023 |
| Mml Investor Services, LLC | BROKER | $0 | $42,230 | 2023 |
| Retirement Management Services, LLC | THIRD PARTY ADMINISTRATOR | $6,000 | $0 | 2023 |
| Mesirow Financial, Inc | INVESTMENT ADVISORY PLAN | $5,703 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rood, Riddle & Partners, P.S.C.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Transamerica Retirement Solutions — Schedule C compensation
- Mml Investor Services, LLC — Schedule C compensation
- Retirement Management Services, LLC — Schedule C compensation
- Mesirow Financial, Inc — Schedule C compensation