Plan5500

Rrm Design Group Retirement Plan — Form 5500 plan (Rrm Design Group)

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, Rrm Design Group Retirement Plan is a benefit plan reported by Rrm Design Group under EIN 95-2923783 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $22,255,431 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rrm Design Group
EIN
95-2923783
Plan number
001
Plan type
2
Location
San Luis Obispo, CA
Latest filing year
2023
Participants
262
End-of-year plan assets
$22,255,431

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241015170244NAL0050583824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,255,431
Total liabilities (EOY)
$0
Net assets (EOY)
$22,255,431
Net assets (BOY)
$17,881,270

Income & contributions

Employer contributions
$386,765
Participant contributions
$1,636,389
Total contributions
$2,072,014
Total income / additions
$5,041,112

Expenses & distributions

Benefits paid
$580,741
Administrative expenses
$86,210
Total expenses
$666,951
Net increase / (decrease)
$4,374,161

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nielsen Benefits & RetirementSERVICE PROVIDER$25,944not reported in the loaded dataset2023
Nielsen Insurance GroupSERVICE PROVIDER$23,731not reported in the loaded dataset2023
The Ryding CompanySERVICE PROVIDER, TPA$9,475$9,5312023
Glenn BurdetteSERVICE PROVIDER$11,450not reported in the loaded dataset2023
Morning Star Investment ManagementSERVICE PROVIDER$6,321$3,2412023

Related Form 5500 pages