2023 Form 5500 filing — Rate Holdings Corp. Multiple Employer 401(K) 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 20241001162045NAL0007092817001) for Rate Holdings Corp. Multiple Employer 401(K) Plan, reported by Rate Holdings Corp. under EIN 30-1301067 and plan number 001. It reports 12,121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001162045NAL0007092817001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Rate Holdings Corp.
- EIN
- 30-1301067
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 12,121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $495,066,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $495,066,380
- Employer contributions
- $11,198,513
- Participant contributions
- $42,943,327
- Total income / additions
- $132,648,190
- Benefits paid
- $81,964,954
- Administrative expenses
- $654,236
- Total expenses
- $82,788,170
- Net increase / (decrease)
- $49,860,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $552,102 | $0 |
| Demarco Sciaccotta Wilkens Dunleavy | NONE | $76,250 | not reported in the loaded dataset |
| Richey May & Co Llp | NONE | $23,400 | not reported in the loaded dataset |