2023 Form 5500 filing — Rag & Bone Industries, LLC 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 20241009174116NAL0009435715001) for Rag & Bone Industries, LLC 401(K) Plan, reported by Rag & Bone Industries, LLC under EIN 20-5466654 and plan number 001. It reports 733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$18.1MReported net assets$18,072,591
Participants733
Provider compensation$234.9K9 Schedule C row(s)$234,925
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009174116NAL0009435715001
- Plan sponsor
- Rag & Bone Industries, LLC
- EIN
- 20-5466654
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$18.1M total assets
Net assets$18.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,072,591
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,072,591
- Employer contributions
- $601,664
- Participant contributions
- $1,752,613
- Total income / additions
- $5,283,323
- Benefits paid
- $1,323,189
- Administrative expenses
- $62,603
- Total expenses
- $1,497,462
- Net increase / (decrease)
- $3,785,861
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $40,805 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,106 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,605 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $32,550 | $18 |
| Merrill Lynch Life Agency Inc | OTHER SERVICES | $0 | $25,762 |
| Stone Hill Fiduciary Management LLC | INVESTMENT ADVISORY | $24,998 | $2 |
| Merrill Lynch | CONSULTANT | $19,608 | $15 |
| Merrill Lynch Life Agency Inc | OTHER SERVICES | $0 | $11,142 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,314 | $0 |