Red Roof Franchising, LLC 401(K) Savings Plan — Form 5500 plan (Red Roof Franchising, 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, Red Roof Franchising, LLC 401(K) Savings Plan is a benefit plan reported by Red Roof Franchising, LLC under EIN 20-8383703 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $19,715,953 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Red Roof Franchising, LLC
EIN
20-8383703
Plan number
001
Plan type
2
Location
New Albany, OH
Latest filing year
2023
Participants
306
End-of-year plan assets
$19,715,953

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023306H, C20241015084849NAL0047086000001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,715,953
Total liabilities (EOY)
$0
Net assets (EOY)
$19,715,953
Net assets (BOY)
$16,939,574

Income & contributions

Employer contributions
$538,427
Participant contributions
$1,200,666
Total contributions
$1,819,752
Total income / additions
$4,636,121

Expenses & distributions

Benefits paid
$1,774,772
Administrative expenses
$84,970
Total expenses
$1,859,742
Net increase / (decrease)
$2,776,379

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$84,971$02023
Northwestern Mutual Investment ServOTHER SERVICES$0$24,5122023
Alliance Benefit Group Of HoustonTHIRD PARTY ADMIN$0$8,1702023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages