Reiter Affiliated Companies 401(K) Plan — Form 5500 plan (Reiter Affiliated Companies, LLC)

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, Reiter Affiliated Companies 401(K) Plan is a benefit plan reported by Reiter Affiliated Companies, LLC under EIN 20-5559931 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,784 participants and $47,755,768 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reiter Affiliated Companies, LLC
EIN
20-5559931
Plan number
001
Plan type
3
Location
Oxnard, CA
Latest filing year
2023
Participants
4,784
End-of-year plan assets
$47,755,768

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,784H, C20241015111421NAL0016211187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,755,768
Total liabilities (EOY)
$0
Net assets (EOY)
$47,755,768
Net assets (BOY)
$41,107,235

Income & contributions

Employer contributions
$1,655,389
Participant contributions
$2,880,852
Total contributions
$4,890,466
Total income / additions
$11,797,930

Expenses & distributions

Benefits paid
$5,020,947
Administrative expenses
$114,119
Total expenses
$5,149,397
Net increase / (decrease)
$6,648,533

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$78,325$02023
Usi Advisors IncADVISOR$31,595not reported in the loaded dataset2023

Related Form 5500 pages