Rba 401(K) Plan — Form 5500 plan (Rba, 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, Rba 401(K) Plan is a benefit plan reported by Rba, Inc. under EIN 20-4004667 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $22,977,557 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rba, Inc.
EIN
20-4004667
Plan number
001
Plan type
2
Location
Wayzata, MN
Latest filing year
2023
Participants
249
End-of-year plan assets
$22,977,557

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H, C20240927082056NAL0003204080001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,977,557
Total liabilities (EOY)
$0
Net assets (EOY)
$22,977,557
Net assets (BOY)
$18,995,914

Income & contributions

Employer contributions
$525,059
Participant contributions
$1,965,189
Total contributions
$2,828,336
Total income / additions
$6,382,943

Expenses & distributions

Benefits paid
$2,326,393
Administrative expenses
$58,444
Total expenses
$2,401,300
Net increase / (decrease)
$3,981,643

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$30,444$02023
Kestra Investment Services LLCADVISOR$28,000not reported in the loaded dataset2023

Related Form 5500 pages