Refrigeration Supplies Distributor Defined Contribution Retirement Plan & Trust — Form 5500 plan (Rsd - Total Control)
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, Refrigeration Supplies Distributor Defined Contribution Retirement Plan & Trust is a benefit plan reported by Rsd - Total Control under EIN 95-1262130 and plan number 001. The latest loaded filing year is 2023. The filing reports 695 participants and $75,001,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rsd - Total Control
- EIN
- 95-1262130
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Forest, CA
- Latest filing year
- 2023
- Participants
- 695
- End-of-year plan assets
- $75,001,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 695 | H, C | 20241007154555NAL0016357601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,001,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,001,355
- Net assets (BOY)
- $62,935,785
Income & contributions
- Employer contributions
- $1,091,948
- Participant contributions
- $3,605,671
- Total contributions
- $5,459,601
- Total income / additions
- $17,315,547
Expenses & distributions
- Benefits paid
- $5,197,643
- Administrative expenses
- $9,879
- Total expenses
- $5,249,977
- Net increase / (decrease)
- $12,065,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $34,757 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$24,878 | $0 | 2023 |