Plan5500

The Related Group 401k Savings Plan — Form 5500 plan (Prh Investments LLC Dba The Related Group)

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, The Related Group 401k Savings Plan is a benefit plan reported by Prh Investments LLC Dba The Related Group under EIN 26-3667573 and plan number 001. The latest loaded filing year is 2023. The filing reports 882 participants and $33,791,558 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$33.8MPlan net assets, end of year$33,791,558
Participants882Covered participants reported
Assets / participant$38.3KComputed: assets ÷ participants$38,312 (computed)
Provider compensation$147.7K3 Schedule C provider row(s)$147,689
Plan sponsor
Prh Investments LLC Dba The Related Group
EIN
26-3667573
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    882 participants · 2Sch HSch C
    View filing →
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)$33.8M total assets
Net assets$33.8MLiabilities—
Money in vs. money out
Total income / additions$9.5M
Total expenses$2.5M
Benefits paid / distributions$2.3M
Contributions
Employer$834.9K
Participant$3.8M
Full reported line items

Net assets

Total assets (EOY)
$33,791,558
Net assets (EOY)
$33,791,558
Net assets (BOY)
$26,799,808

Income & contributions

Employer contributions
$834,909
Participant contributions
$3,754,431
Total contributions
$4,835,488
Total income / additions
$9,481,330

Expenses & distributions

Benefits paid
$2,342,167
Administrative expenses
$147,397
Total expenses
$2,489,580
Net increase / (decrease)
$6,991,750
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.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Transamerica Retirement Solutions$92.2K
    RECORDKEEPER · Direct $92.2K · Indirect $0
  2. 2
    Sageview Advisory Group, LLC$55.2K
    INVESTMENT ADVISORY-PLAN · Direct $55.2K
  3. 3
    Charles Schwab & Co., Inc.$292
    SECURITIES BROKERAGE · Direct $292 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the The Related Group 401k Savings Plan?
The Related Group 401k Savings Plan is reported as sponsored by Prh Investments LLC Dba The Related Group (EIN 26-3667573, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Related Group 401k Savings Plan?
The latest Form 5500 filing year loaded for The Related Group 401k Savings Plan is 2023.
How many participants does The Related Group 401k Savings Plan report?
The Related Group 401k Savings Plan reports 882 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Related Group 401k Savings Plan?
The Related Group 401k Savings Plan reports $33,791,558 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages