Crossroads Rhode Island 401k Retirement Plan — Form 5500 plan (Crossroads Rhode Island)
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, Crossroads Rhode Island 401k Retirement Plan is a benefit plan reported by Crossroads Rhode Island under EIN 05-0259094 and plan number 002. The latest loaded filing year is 2023. The filing reports 241 participants and $8,323,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crossroads Rhode Island
- EIN
- 05-0259094
- Plan number
- 002
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $8,323,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20241011093822NAL0021604817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,323,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,323,007
- Net assets (BOY)
- $6,965,353
Income & contributions
- Employer contributions
- $238,230
- Participant contributions
- $817,552
- Total contributions
- $1,063,750
- Total income / additions
- $2,346,937
Expenses & distributions
- Benefits paid
- $951,959
- Administrative expenses
- $37,324
- Total expenses
- $989,283
- Net increase / (decrease)
- $1,357,654
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORD KEEPER | $22,659 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Eagleasset | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Harding Loevner Funds | NONE | $0 | $0 | 2023 |
| Loomis - Sayles - Natixis - Hansber | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Principal Funds | NONE | $0 | $0 | 2023 |
| Putnam Mutual Funds | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Tiaa-Cref | NONE | $0 | $0 | 2023 |
| William Blair Funds | NONE | $0 | $0 | 2023 |
| Ivy Investments | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crossroads Rhode Island
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Providence, RI
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Eagleasset — Schedule C compensation
- Fidelity — Schedule C compensation
- Harding Loevner Funds — Schedule C compensation
- Loomis - Sayles - Natixis - Hansber — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Principal Funds — Schedule C compensation
- Putnam Mutual Funds — Schedule C compensation
- American Funds — Schedule C compensation
- Tiaa-Cref — Schedule C compensation
- William Blair Funds — Schedule C compensation
- Ivy Investments — Schedule C compensation