Rpi Consultants, LLC Retirement Plan — Form 5500 plan (Rpi Consultants, 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, Rpi Consultants, LLC Retirement Plan is a benefit plan reported by Rpi Consultants, LLC under EIN 37-1480199 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $13,384,218 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rpi Consultants, LLC
EIN
37-1480199
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
209
End-of-year plan assets
$13,384,218

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023209H, C20241009135558NAL0018482833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,384,218
Net assets (EOY)
$13,384,218
Net assets (BOY)
$10,723,865

Income & contributions

Employer contributions
$806,852
Participant contributions
$1,502,806
Total contributions
$2,484,684
Total income / additions
$4,428,988

Expenses & distributions

Benefits paid
$1,717,119
Administrative expenses
$51,516
Total expenses
$1,768,635
Net increase / (decrease)
$2,660,353

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greenspring AdvisorsINVESTMENT ADVISORY PLAN$28,121not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$23,396$02023

Related Form 5500 pages