Raci Intermediate Holdings, LLC 401(K) Plan — Form 5500 plan (Raci Intermediate 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, Raci Intermediate Holdings, LLC 401(K) Plan is a benefit plan reported by Raci Intermediate Holdings, LLC under EIN 82-2482495 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $7,676,440 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Raci Intermediate Holdings, LLC
EIN
82-2482495
Plan number
001
Plan type
2
Location
Upper Marlboro, MD
Latest filing year
2023
Participants
259
End-of-year plan assets
$7,676,440

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023259H, C20240806145155NAL0001447683001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,676,440
Total liabilities (EOY)
$0
Net assets (EOY)
$7,676,440
Net assets (BOY)
$6,608,890

Income & contributions

Employer contributions
$125,633
Participant contributions
$709,348
Total contributions
$835,926
Total income / additions
$1,843,720

Expenses & distributions

Benefits paid
$738,929
Administrative expenses
$37,241
Total expenses
$776,170
Net increase / (decrease)
$1,067,550

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Twelve Points Wealth Management LLCINVESTMENT/FINANCIAL ADV$23,295not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$13,970$02023

Related Form 5500 pages