Search public Form 5500 filings

Plans

• planSalve Regina University 403(B) Retirement PlanFinancial statementProvider compensation2023 filing
  $111.4Mreported assets (EOY)
  Sponsor: Salve Regina UniversityEIN: 05-0259080Plan: 001Participants: 901Assets: $111,437,832Net assets: $111.4MAssets / participant: $123.7KLocation: Newport, RILatest: 2023
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• planEast Bay Community Action Program, Inc. Retirement PlanFinancial statementProvider compensation2023 filing
  $22.4Mreported assets (EOY)
  Sponsor: East Bay Community Action Program, Inc.EIN: 05-0310024Plan: 001Participants: 606Assets: $22,376,298Net assets: $22.4MAssets / participant: $36.9KLocation: Newport, RILatest: 2023
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• planThe Pres. Soc. Of Newport Cty. Ret. Savings Pl.Financial statementProvider compensation2023 filing
  $13.3Mreported assets (EOY)
  Sponsor: The Preservation Society Of Newport CountyEIN: 05-0252708Plan: 002Participants: 420Assets: $13,337,169Net assets: $13.3MAssets / participant: $31.8KLocation: Newport, RILatest: 2023
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• planThe Wanderlust Group, Inc. 401(K) PlanFinancial statement2023 filing
  $5Mreported assets (EOY)
  Sponsor: The Wanderlust Group, Inc.EIN: 47-1864371Plan: 001Participants: 126Assets: $4,967,554Net assets: $5MAssets / participant: $39.4KLocation: Newport, RILatest: 2023
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• planYankee Development Corp. And Related Affiliates 401(K) PlanFinancial statement2023 filing
  $3.3Mreported assets (EOY)
  Sponsor: Yankee Development Corp. And Related AffiliatesEIN: 05-0390430Plan: 001Participants: 99Assets: $3,335,354Net assets: $3.3MAssets / participant: $33.7KLocation: Newport, RILatest: 2023
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• planKtp Advisors Inc 401(K) PlanFinancial statement2023 filing
  $977Kreported assets (EOY)
  Sponsor: Ktp Advisors Inc.EIN: 30-0126585Plan: 002Participants: 6Assets: $976,950Net assets: $977KAssets / participant: $162.8KLocation: Newport, RILatest: 2023
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• planPartners In Wine, Inc. 401(K) PlanFinancial statement2023 filing
  $762.8Kreported assets (EOY)
  Sponsor: Partners In Wine, Inc.EIN: 20-8743212Plan: 001Participants: 2Assets: $762,799Net assets: $762.8KAssets / participant: $381.4KLocation: Newport, RILatest: 2023
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• planRd Ventures 401kFinancial statement2023 filing
  $173.4Kreported assets (EOY)
  Sponsor: Red Door Ventures Inc.EIN: 83-1721534Plan: 001Participants: 1Assets: $173,417Net assets: $173.4KAssets / participant: $173.4KLocation: Newport, RILatest: 2023
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