Rodenhiser Home Services, Inc. 401(K) Plan — Form 5500 plan (Rodenhiser Home Services, Inc.)
Plain-English plan 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, Rodenhiser Home Services, Inc. 401(K) Plan is a benefit plan reported by Rodenhiser Home Services, Inc. under EIN 04-3279765 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $9,691,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rodenhiser Home Services, Inc.
- EIN
- 04-3279765
- Plan number
- 001
- Plan type
- 2
- Location
- Holliston, MA
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $9,691,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20240927115401NAL0001043715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,691,241
- Total liabilities (EOY)
- $758
- Net assets (EOY)
- $9,690,483
- Net assets (BOY)
- $7,743,548
Income & contributions
- Employer contributions
- $177,890
- Participant contributions
- $998,663
- Total contributions
- $1,176,553
- Total income / additions
- $2,609,971
Expenses & distributions
- Benefits paid
- $584,168
- Administrative expenses
- $76,687
- Total expenses
- $663,036
- Net increase / (decrease)
- $1,946,935
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $42,672 | $0 | 2023 |
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $29,245 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $487 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rodenhiser Home Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Holliston, MA
- Empower Annuity Insurance Company — Schedule C compensation
- Commonwealth Equity Services LLC Db — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation