Plan5500

The Retail Group Retirement Plan — Form 5500 plan (The Retail Group, 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, The Retail Group Retirement Plan is a benefit plan reported by The Retail Group, Inc. under EIN 66-0676884 and plan number 001. The latest loaded filing year is 2023. The filing reports 598 participants and $782,873 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Retail Group, Inc.
EIN
66-0676884
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
598
End-of-year plan assets
$782,873

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023598H, C20241010092255NAL0040262402001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$782,873
Total liabilities (EOY)
$0
Net assets (EOY)
$782,873
Net assets (BOY)
$537,898

Income & contributions

Employer contributions
$47,996
Participant contributions
$130,205
Total contributions
$181,636
Total income / additions
$283,612

Expenses & distributions

Benefits paid
$38,637
Administrative expenses
$0
Total expenses
$38,637
Net increase / (decrease)
$244,975

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins CoRECORDKEEPER$6,295$02023
Onedigital Investment Advisors LLCINVESTMENT ADVISOR$3,742$02023
Resources Investment Advisors LLCINVESTMENT MNGT$1,448$02023
A & A Employee Benefitys ConsultingCONTRACT ADMIN$0$3122023

Related Form 5500 pages