Retail Business Services 401(K) Plan — Form 5500 plan (Retail Business Services 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, Retail Business Services 401(K) Plan is a benefit plan reported by Retail Business Services LLC under EIN 27-3756754 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,065 participants and $679,692,351 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Retail Business Services LLC
EIN
27-3756754
Plan number
001
Plan type
2
Location
Scarborough, ME
Latest filing year
2023
Participants
5,065
End-of-year plan assets
$679,692,351

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,065H, C20241011115548NAL0021801745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$679,692,351
Total liabilities (EOY)
$0
Net assets (EOY)
$679,692,351
Net assets (BOY)
$591,000,459

Income & contributions

Employer contributions
$14,101,426
Participant contributions
$24,222,854
Total contributions
$40,631,478
Total income / additions
$141,916,033

Expenses & distributions

Benefits paid
$57,537,456
Administrative expenses
$97,633
Total expenses
$57,660,748
Net increase / (decrease)
$84,255,285

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$95,582not reported in the loaded dataset2023
Aon Investments Usa Inc.INVESTMENT ADVISOR$10,196not reported in the loaded dataset2023

Related Form 5500 pages