2023 Form 5500 filing — The Related Group 401k 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 20241015122743NAL0029626641002) for The Related Group 401k Savings Plan, reported by Prh Investments LLC Dba The Related Group under EIN 26-3667573 and plan number 001. It reports 882 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)$33.8MReported net assets$33,791,558

Participants882

Provider compensation$147.7K3 Schedule C row(s)$147,689

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015122743NAL0029626641002
Plan sponsor: Prh Investments LLC Dba The Related Group
EIN: 26-3667573
Plan number: 001
Location: Miami, FL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$33.8M total assets

Net assets$33.8MLiabilities—

Money in vs. money out

Total income / additions$9.5M

Total expenses$2.5M

Benefits paid / distributions$2.3M

Contributions

Employer$834.9K

Participant$3.8M

Full reported line items

Total assets (EOY): $33,791,558
Net assets (EOY): $33,791,558
Employer contributions: $834,909
Participant contributions: $3,754,431
Total income / additions: $9,481,330
Benefits paid: $2,342,167
Administrative expenses: $147,397
Total expenses: $2,489,580
Net increase / (decrease): $6,991,750

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Transamerica Retirement Solutions$92.2K
RECORDKEEPER · Direct $92.2K · Indirect $0
2
Sageview Advisory Group, LLC$55.2K
INVESTMENT ADVISORY-PLAN · Direct $55.2K
3
Charles Schwab & Co., Inc.$292
SECURITIES BROKERAGE · Direct $292 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015122743NAL0029626641002 cover?: It is the 2023 Form 5500 filing for The Related Group 401k Savings Plan, reported by Prh Investments LLC Dba The Related Group (EIN 26-3667573).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).