Plan5500

2023 Form 5500 filing — Crossroads Rhode Island 401k Retirement 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 20241011093822NAL0021604817001) for Crossroads Rhode Island 401k Retirement Plan, reported by Crossroads Rhode Island under EIN 05-0259094 and plan number 002. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011093822NAL0021604817001
Filing year
2023
Form type
2
Plan sponsor
Crossroads Rhode Island
EIN
05-0259094
Plan number
002
Location
Providence, RI
Participants
241
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,323,007
Total liabilities (EOY)
$0
Net assets (EOY)
$8,323,007
Employer contributions
$238,230
Participant contributions
$817,552
Total income / additions
$2,346,937
Benefits paid
$951,959
Administrative expenses
$37,324
Total expenses
$989,283
Net increase / (decrease)
$1,357,654
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
T. Rowe Price Rps, Inc.RECORD KEEPER$22,659$0
Blackrock FundsNONE$0$0
Columbia FundsNONE$0$0
EagleassetNONE$0$0
FidelityNONE$0$0
Harding Loevner FundsNONE$0$0
Loomis - Sayles - Natixis - HansberNONE$0$0
Mfs FundsNONE$0$0
Pimco FundsNONE$0$0
Principal FundsNONE$0$0
Putnam Mutual FundsNONE$0$0
American FundsNONE$0$0
Tiaa-CrefNONE$0$0
William Blair FundsNONE$0$0
Ivy InvestmentsNONE$0$0

Related Form 5500 pages