Rakuten Usa 401(K) Plan — Form 5500 plan (Rakuten Usa)
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, Rakuten Usa 401(K) Plan is a benefit plan reported by Rakuten Usa under EIN 94-3377047 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,971 participants and $252,569,565 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rakuten Usa
- EIN
- 94-3377047
- Plan number
- 001
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 2,971
- End-of-year plan assets
- $252,569,565
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,971 | H, C | 20241011131708NAL0022814417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $252,569,565
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $252,569,565
- Net assets (BOY)
- $192,558,098
Income & contributions
- Employer contributions
- $9,375,464
- Participant contributions
- $22,561,412
- Total contributions
- $35,234,297
- Total income / additions
- $76,743,041
Expenses & distributions
- Benefits paid
- $20,101,617
- Administrative expenses
- $256,694
- Total expenses
- $20,387,832
- Net increase / (decrease)
- $56,355,209
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $148,576 | $0 | 2023 |
| Newfront Retirement Services Inc | ADVISOR | $59,985 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | ADMINISTRATOR | $25,400 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $24,675 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rakuten Usa
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Mateo, CA
- Fidelity Investments Institutional — Schedule C compensation
- Newfront Retirement Services Inc — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Moss Adams Llp — Schedule C compensation