Rehmann LLC 401k Plan — Form 5500 plan (Rehmann 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, Rehmann LLC 401k Plan is a benefit plan reported by Rehmann LLC under EIN 38-3567911 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,284 participants and $185,328,087 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rehmann LLC
EIN
38-3567911
Plan number
002
Plan type
3
Location
Saginaw, MI
Latest filing year
2023
Participants
1,284
End-of-year plan assets
$185,328,087

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,284H, C20241001113454NAL0003939875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$185,328,087
Total liabilities (EOY)
$0
Net assets (EOY)
$185,328,087
Net assets (BOY)
$152,140,194

Income & contributions

Employer contributions
$2,286,143
Participant contributions
$11,350,078
Total contributions
$15,101,143
Total income / additions
$40,985,834

Expenses & distributions

Benefits paid
$13,976,012
Administrative expenses
$136,122
Total expenses
$14,112,134
Net increase / (decrease)
$26,873,700

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideINV PLATFORM RECORDKEEPE$132,372$02023
Rehmann Financial Group LLCTHIRD PARTY ADMINISTRATO$3,750$12,0002023

Related Form 5500 pages