Red Light Management, LLC 401(K) Plan — Form 5500 plan (Red Light Management, 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, Red Light Management, LLC 401(K) Plan is a benefit plan reported by Red Light Management, LLC under EIN 47-5041263 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $28,705,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Red Light Management, LLC
- EIN
- 47-5041263
- Plan number
- 001
- Plan type
- 2
- Location
- Charlottesville, VA
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $28,705,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20241011101805NAL0010807619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,705,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,705,694
- Net assets (BOY)
- $23,689,811
Income & contributions
- Employer contributions
- $1,025,119
- Participant contributions
- $1,843,559
- Total contributions
- $2,885,281
- Total income / additions
- $7,542,812
Expenses & distributions
- Benefits paid
- $2,446,014
- Administrative expenses
- $80,915
- Total expenses
- $2,526,929
- Net increase / (decrease)
- $5,015,883
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,914 | $0 | 2023 |
| Truist Advisory Services, Inc. | INVESTMENT ADVISORY | $0 | $61,995 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Red Light Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Charlottesville, VA
- Principal Life Insurance Company — Schedule C compensation
- Truist Advisory Services, Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation