Rcs 401(K) Retirement Savings Plan — Form 5500 plan (Riccobene Central 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, Rcs 401(K) Retirement Savings Plan is a benefit plan reported by Riccobene Central Services, Inc under EIN 20-3804359 and plan number 002. The latest loaded filing year is 2023. The filing reports 879 participants and $9,909,081 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Riccobene Central Services, Inc
- EIN
- 20-3804359
- Plan number
- 002
- Plan type
- 2
- Location
- Cary, NC
- Latest filing year
- 2023
- Participants
- 879
- End-of-year plan assets
- $9,909,081
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 879 | H, C | 20241008071840NAL0008160803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,909,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,909,081
- Net assets (BOY)
- $9,690,914
Income & contributions
- Employer contributions
- $255,204
- Participant contributions
- $2,081,920
- Total contributions
- $2,540,993
- Total income / additions
- $3,823,314
Expenses & distributions
- Benefits paid
- $3,457,428
- Administrative expenses
- $29,733
- Total expenses
- $3,605,147
- Net increase / (decrease)
- $218,167
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $30,010 | not reported in the loaded dataset | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $14,591 | not reported in the loaded dataset | 2023 |
| Qrps, Inc | CONTRACT ADMIN | $4,045 | $10,078 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,836 | not reported in the loaded dataset | 2023 |
| Empower Annuity Company Of America | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Riccobene Central Services, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Cary, NC
- Mma Securities LLC — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Qrps, Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Company Of America — Schedule C compensation