Plan5500

Rss Retirement Plan — Form 5500 plan (Rex Signature Services, 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, Rss Retirement Plan is a benefit plan reported by Rex Signature Services, LLC under EIN 81-4149824 and plan number 004. The latest loaded filing year is 2023. The filing reports 700 participants and $62,430,142 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$62.4MPlan net assets, end of year$62,363,538
Participants700Covered participants reported
Assets / participant$89.2KComputed: assets ÷ participants$89,186 (computed)
Provider compensation$360.7K5 Schedule C provider row(s)$360,663
Plan sponsor
Rex Signature Services, LLC
EIN
81-4149824
Plan number
004
Plan type
2
Location
Sacramento, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023700H, C20241015125653NAL0028493489001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$62.4M total assets
Net assets$62.4MLiabilities$66.6K
Money in vs. money out
Total income / additions$12.1M
Total expenses$5.1M
Benefits paid / distributions$4.6M
Contributions
Employer$1.7M
Participant$2.7M
Full reported line items

Net assets

Total assets (EOY)
$62,430,142
Total liabilities (EOY)
$66,604
Net assets (EOY)
$62,363,538
Net assets (BOY)
$55,350,129

Income & contributions

Employer contributions
$1,714,119
Participant contributions
$2,708,118
Total contributions
$4,587,129
Total income / additions
$12,111,059

Expenses & distributions

Benefits paid
$4,558,825
Administrative expenses
$361,877
Total expenses
$5,097,650
Net increase / (decrease)
$7,013,409
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Osborne & Associates, Inc.CONTRACT ADMI NISTRATOR$126,466not reported in the loaded dataset2023
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$100,336not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$87,229not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$46,232not reported in the loaded dataset2023
Qdro Consultants Company LLCOTHER$400not reported in the loaded dataset2023

Related Form 5500 pages