Plan5500

Rugby 401(K) Plan — Form 5500 plan (Rugby Holdings LLC)

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, Rugby 401(K) Plan is a benefit plan reported by Rugby Holdings LLC under EIN 81-2554323 and plan number 001. The latest loaded filing year is 2023. The filing reports 787 participants and $28,153,377 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rugby Holdings LLC
EIN
81-2554323
Plan number
001
Plan type
2
Location
Concord, NH
Latest filing year
2023
Participants
787
End-of-year plan assets
$28,153,377

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023787H, C20241008115720NAL0009614739001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,153,377
Total liabilities (EOY)
$0
Net assets (EOY)
$28,153,377
Net assets (BOY)
$22,307,110

Income & contributions

Employer contributions
$821,025
Participant contributions
$3,260,241
Total contributions
$4,488,311
Total income / additions
$8,474,135

Expenses & distributions

Benefits paid
$2,503,978
Administrative expenses
$123,890
Total expenses
$2,627,868
Net increase / (decrease)
$5,846,267

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$61,448$02023
Ds Investment AdvisorsADVISOR$27,842not reported in the loaded dataset2023
Afg Fiduciary Services LpADVISOR$22,940not reported in the loaded dataset2023
Cliftonlarsonallen LlpACCOUNTANT/AUDITOR$11,660not reported in the loaded dataset2023

Related Form 5500 pages