2023 Form 5500 filing — Rodl Management, Inc. 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627094012NAL0010009521001) for Rodl Management, Inc. 401(K) Savings Plan, reported by Rodl Management, Inc. under EIN 58-1307629 and plan number 001. It reports 448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627094012NAL0010009521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rodl Management, Inc.
- EIN
- 58-1307629
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 448
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,977,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,977,100
- Employer contributions
- $1,196,137
- Participant contributions
- $2,813,979
- Total income / additions
- $12,875,474
- Benefits paid
- $913,924
- Administrative expenses
- $70,166
- Total expenses
- $984,090
- Net increase / (decrease)
- $11,891,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $40,813 | $0 |
| Sagepoint Financial Inc | NONE | $15,632 | not reported in the loaded dataset |
| Morningstar | NONE | $7,470 | not reported in the loaded dataset |
| Osaic Wealth Inc | NONE | $6,250 | not reported in the loaded dataset |