R & R Transportation, Inc. 401(K) Plan And Trust — Form 5500 plan (R & R Transportation, 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, R & R Transportation, Inc. 401(K) Plan And Trust is a benefit plan reported by R & R Transportation, Inc. under EIN 45-0404094 and plan number 002. The latest loaded filing year is 2023. The filing reports 341 participants and $4,379,079 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R & R Transportation, Inc.
EIN
45-0404094
Plan number
002
Plan type
2
Location
Lake Park, MN
Latest filing year
2023
Participants
341
End-of-year plan assets
$4,379,079

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023341H, C20250613091235NAL0017456593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,379,079
Total liabilities (EOY)
$0
Net assets (EOY)
$4,379,079
Net assets (BOY)
$3,896,304

Income & contributions

Employer contributions
$145,099
Participant contributions
$609,005
Total contributions
$754,294
Total income / additions
$1,418,827

Expenses & distributions

Benefits paid
$890,028
Administrative expenses
$31,105
Total expenses
$936,052
Net increase / (decrease)
$482,775

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$20,803$02023
Rpm Advisors LLCADVISOR$9,615not reported in the loaded dataset2023

Related Form 5500 pages