2023 Form 5500 filing — The Rdi Group Retirement 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 20250714171827NAL0002102816001) for The Rdi Group Retirement Savings Plan, reported by The Rdi Group General Partnership under EIN 36-4344424 and plan number 002. It reports 137 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)$22.5MReported net assets$22,496,739
Participants137
Provider compensation$62.7K2 Schedule C row(s)$62,706
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250714171827NAL0002102816001
Plan sponsor
The Rdi Group General Partnership
EIN
36-4344424
Plan number
002
Location
Itasca, IL
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)$22.5M total assets
Net assets$22.5MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$5.1M
Benefits paid / distributions$5M
Contributions
Employer$107.7K
Participant$1.1M
Full reported line items
Total assets (EOY)
$22,496,739
Total liabilities (EOY)
$0
Net assets (EOY)
$22,496,739
Employer contributions
$107,735
Participant contributions
$1,095,379
Total income / additions
$5,511,793
Benefits paid
$5,007,224
Administrative expenses
$66,713
Total expenses
$5,073,937
Net increase / (decrease)
$437,856
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $46.8K
  2. 2
    RECORDKEEPER · Direct $15.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250714171827NAL0002102816001 cover?
It is the 2023 Form 5500 filing for The Rdi Group Retirement Savings Plan, reported by The Rdi Group General Partnership (EIN 36-4344424).
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).

Related Form 5500 pages