2023 Form 5500 filing — Resources For The Future, Inc. 401(A) Retirement

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 20250523123853NAL0002733203001) for Resources For The Future, Inc. 401(A) Retirement, reported by Resources For The Future, Inc. under EIN 53-0220900 and plan number 001. It reports 266 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)$33MReported net assets$33,038,308

Participants266

Provider compensation$176.1K10 Schedule C row(s)$176,114

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250523123853NAL0002733203001
Plan sponsor: Resources For The Future, Inc.
EIN: 53-0220900
Plan number: 001
Location: Washington, DC
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)$33M total assets

Net assets$33MLiabilities$0

Money in vs. money out

Total income / additions$3.5M

Total expenses$3.7M

Benefits paid / distributions$3.7M

Contributions

Employer$856.8K

ParticipantNot reported

Full reported line items

Total assets (EOY): $33,038,308
Total liabilities (EOY): $0
Net assets (EOY): $33,038,308
Employer contributions: $856,785
Total income / additions: $3,540,960
Benefits paid: $3,686,306
Administrative expenses: $24,599
Total expenses: $3,710,905
Net increase / (decrease): -$169,945

Schedule C

Reported service provider compensation

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

1
Morgan Stanley$41.2K
N/A · Direct $41.2K
2
Morgan Stanley Smith Barney LLC$33.8K
FINANCIAL ADVISOR · Direct $33.8K
3
Morgan Stanley Smith Barney LLC$32.2K
FINANCIAL ADVISORS · Direct $32.2K
4
Morgan Stanley Smith Barney LLC$29.1K
FINANCIAL ADVISOR · Direct $29.1K
5
Morgan Stanley$22.2K
FINANCIAL ADVISOR · Direct $22.2K
6
Usi Consulting Group$10K
N/A · Direct $10K · Indirect $0
7
Usi Consulting Group$3.9K
RECORDKEEPER · Direct $3.9K · Indirect $0
8
Usi Consulting Group$2.9K
RECORDKEEPER · Direct $2.9K · Indirect $0
9
Usi Consulting Group$369
RECORDKEEPER · Direct $369 · Indirect $0
10
Usi Consulting Group$360
RECORDKEEPER · Direct $360 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250523123853NAL0002733203001 cover?: It is the 2023 Form 5500 filing for Resources For The Future, Inc. 401(A) Retirement, reported by Resources For The Future, Inc. (EIN 53-0220900).
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).