Brp Retirement Solutions Pep — Form 5500 plan (Pentegra 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, Brp Retirement Solutions Pep is a benefit plan reported by Pentegra Services, Inc under EIN 13-3745616 and plan number 011. The latest loaded filing year is 2023. The filing reports 0 participants and $861,281 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$861.3KPlan net assets, end of year$861,281
Participants0Covered participants reported
Assets / participantNot reported
Provider compensation$13.7K1 Schedule C provider row(s)$13,693
- Plan sponsor
- Pentegra Services, Inc
- EIN
- 13-3745616
- Plan number
- 011
- Plan type
- 3
- Location
- White Plains, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20241015182649NAL0029376977001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$861.3K total assets
Net assets$861.3KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $861,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $861,281
- Net assets (BOY)
- $0
Income & contributions
- Participant contributions
- $492,775
- Total contributions
- $908,494
- Total income / additions
- $973,174
Expenses & distributions
- Benefits paid
- $102,681
- Administrative expenses
- $9,212
- Total expenses
- $111,893
- Net increase / (decrease)
- $861,281
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services Inc | CONTRACT ADMIN | $13,693 | not reported in the loaded dataset | 2023 |