Richelson Control Group 401(K) Plan — Form 5500 plan (Eugene Therapy, 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, Richelson Control Group 401(K) Plan is a benefit plan reported by Eugene Therapy, LLC under EIN 90-0624377 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,469 participants and $46,358,385 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eugene Therapy, LLC
- EIN
- 90-0624377
- Plan number
- 001
- Plan type
- 3
- Location
- Minnetonka, MN
- Latest filing year
- 2023
- Participants
- 3,469
- End-of-year plan assets
- $46,358,385
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,469 | H, C | 20240925100836NAL0005382051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,358,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,358,385
- Net assets (BOY)
- $35,867,659
Income & contributions
- Employer contributions
- $1,093,639
- Participant contributions
- $9,066,316
- Total contributions
- $11,991,725
- Total income / additions
- $19,294,416
Expenses & distributions
- Benefits paid
- $8,430,971
- Administrative expenses
- $289,960
- Total expenses
- $8,803,690
- Net increase / (decrease)
- $10,490,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORDKEEPER | $210,845 | $0 | 2023 |
| Resources Investment Advisors, Inc. | CONSULTANT | $42,909 | not reported in the loaded dataset | 2023 |
| Resource Investment Advisors, LLC | CONSULTANT | $18,811 | not reported in the loaded dataset | 2023 |
| William E. Hamm And Associates, Inc | INVESTMENT/ FINANCIAL AD | $17,435 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Investment Mgmt | INVESTMENT ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eugene Therapy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minnetonka, MN
- Adp, Inc. — Schedule C compensation
- Resources Investment Advisors, Inc. — Schedule C compensation
- Resource Investment Advisors, LLC — Schedule C compensation
- William E. Hamm And Associates, Inc — Schedule C compensation
- Mesirow Financial Investment Mgmt — Schedule C compensation