403(B) Thrift Plan For Recovery Resources — Form 5500 plan (Recovery Resources)
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, 403(B) Thrift Plan For Recovery Resources is a benefit plan reported by Recovery Resources under EIN 34-1211116 and plan number 003. The latest loaded filing year is 2023. The filing reports 215 participants and $2,912,216 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Recovery Resources
- EIN
- 34-1211116
- Plan number
- 003
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $2,912,216
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241015131539NAL0016467891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,912,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,912,216
- Net assets (BOY)
- $2,769,377
Income & contributions
- Employer contributions
- $51,455
- Participant contributions
- $194,573
- Total contributions
- $246,028
- Total income / additions
- $656,457
Expenses & distributions
- Benefits paid
- $486,819
- Administrative expenses
- $25,870
- Total expenses
- $513,618
- Net increase / (decrease)
- $142,839
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $23,681 | $0 | 2023 |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $6,872 | not reported in the loaded dataset | 2023 |
| Benefit Solutions, Etc. | THIRD PARTY ADMIN | $2,171 | $1,374 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Recovery Resources
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Empower Annuity Ins Co Of America — Schedule C compensation
- Wells Fargo Advisors, LLC — Schedule C compensation
- Benefit Solutions, Etc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation