Rhodes Management Services, LLC 401(K) Plan — Form 5500 plan (Rhodes Management 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, Rhodes Management Services, LLC 401(K) Plan is a benefit plan reported by Rhodes Management Services, LLC under EIN 84-3909789 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $4,533,859 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rhodes Management Services, LLC
EIN
84-3909789
Plan number
001
Plan type
2
Location
Mcallen, TX
Latest filing year
2023
Participants
195
End-of-year plan assets
$4,533,859

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20241011133743NAL0012544787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,533,859
Total liabilities (EOY)
$0
Net assets (EOY)
$4,533,859
Net assets (BOY)
$3,034,553

Income & contributions

Employer contributions
$381,248
Participant contributions
$823,451
Total contributions
$1,204,699
Total income / additions
$1,931,856

Expenses & distributions

Benefits paid
$415,079
Administrative expenses
$17,471
Total expenses
$432,550
Net increase / (decrease)
$1,499,306

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Legacy Asset Management, IncNONE$12,821not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$4,650$02023

Related Form 5500 pages