Related Partners, Inc. Retirement Savings Plan — Form 5500 plan (Related Partners, 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, Related Partners, Inc. Retirement Savings Plan is a benefit plan reported by Related Partners, Inc. under EIN 13-3680053 and plan number 333. The latest loaded filing year is 2023. The filing reports 6,398 participants and $349,425,456 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Related Partners, Inc.
EIN
13-3680053
Plan number
333
Plan type
3
Location
New York, NY
Latest filing year
2023
Participants
6,398
End-of-year plan assets
$349,425,456

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,398H, C20241014091259NAL0026882625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$349,425,456
Total liabilities (EOY)
$0
Net assets (EOY)
$349,425,456
Net assets (BOY)
$280,662,058

Income & contributions

Employer contributions
$5,008,879
Participant contributions
$28,656,227
Total contributions
$38,360,177
Total income / additions
$92,445,553

Expenses & distributions

Benefits paid
$23,489,855
Administrative expenses
$183,376
Total expenses
$23,682,155
Net increase / (decrease)
$68,763,398

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$156,901$02023
Marcum LlpACCOUNTANT$26,500not reported in the loaded dataset2023

Related Form 5500 pages