Ricardo, Inc. 401(K) Retirement Plan — Form 5500 plan (Ricardo, Inc.)

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, Ricardo, Inc. 401(K) Retirement Plan is a benefit plan reported by Ricardo, Inc. under EIN 38-2833470 and plan number 001. The latest loaded filing year is 2023. The filing reports 588 participants and $74,033,783 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ricardo, Inc.
EIN
38-2833470
Plan number
001
Plan type
2
Location
Van Buren Township, MI
Latest filing year
2023
Participants
588
End-of-year plan assets
$74,033,783

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023588H, C20241010091536NAL0019859441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,033,783
Total liabilities (EOY)
$0
Net assets (EOY)
$74,033,783
Net assets (BOY)
$67,045,316

Income & contributions

Employer contributions
$1,407,981
Participant contributions
$3,860,228
Total contributions
$5,505,049
Total income / additions
$17,200,884

Expenses & distributions

Benefits paid
$10,112,927
Administrative expenses
$98,911
Total expenses
$10,212,417
Net increase / (decrease)
$6,988,467

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mml Investor Services LLCADVISOR$76,610not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$22,301$02023

Related Form 5500 pages