Rudin Management Co., Inc. 401(K) Plan — Form 5500 plan (Rudin Management Co., 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, Rudin Management Co., Inc. 401(K) Plan is a benefit plan reported by Rudin Management Co., Inc. under EIN 13-1247876 and plan number 002. The latest loaded filing year is 2023. The filing reports 230 participants and $44,062,205 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rudin Management Co., Inc.
EIN
13-1247876
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
230
End-of-year plan assets
$44,062,205

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023230H, C20241009150655NAL0009336579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,062,205
Total liabilities (EOY)
$0
Net assets (EOY)
$44,062,205
Net assets (BOY)
$38,688,328

Income & contributions

Employer contributions
$29,362
Participant contributions
$1,990,995
Total contributions
$2,770,348
Total income / additions
$12,566,131

Expenses & distributions

Benefits paid
$7,115,990
Administrative expenses
$76,264
Total expenses
$7,192,254
Net increase / (decrease)
$5,373,877

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Segal Marco AdvisorsCONSULTANT$48,260not reported in the loaded dataset2023
Cbiz Marks Paneth LLCACCOUNTANT/AUDITOR$26,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$58,448$02023

Related Form 5500 pages