Rho, Inc. Employees Savings Trust — Form 5500 plan (Rho, 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, Rho, Inc. Employees Savings Trust is a benefit plan reported by Rho, Inc. under EIN 56-1442655 and plan number 001. The latest loaded filing year is 2023. The filing reports 596 participants and $65,381,512 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rho, Inc.
EIN
56-1442655
Plan number
001
Plan type
2
Location
Durham, NC
Latest filing year
2023
Participants
596
End-of-year plan assets
$65,381,512

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023596H, C20240926053106NAL0000159779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$65,381,512
Total liabilities (EOY)
$0
Net assets (EOY)
$65,381,512
Net assets (BOY)
$55,025,586

Income & contributions

Employer contributions
$1,975,507
Participant contributions
$5,147,226
Total contributions
$7,643,741
Total income / additions
$17,616,826

Expenses & distributions

Benefits paid
$7,064,059
Administrative expenses
$141,583
Total expenses
$7,260,900
Net increase / (decrease)
$10,355,926

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Fiduciary Group LLCINVESTMENT/FINANCIAL ADVI$71,003$02023
Adp, Inc.RECORD KEEPER$70,579$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages