Roane Transportation Services Retirement Savings Plan — Form 5500 plan (Roane Transportation Services, 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, Roane Transportation Services Retirement Savings Plan is a benefit plan reported by Roane Transportation Services, LLC under EIN 62-1641082 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $3,203,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roane Transportation Services, LLC
- EIN
- 62-1641082
- Plan number
- 001
- Plan type
- 3
- Location
- Rockwood, TN
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $3,203,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241015100438NAL0029204017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,203,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,203,365
- Net assets (BOY)
- $3,099,163
Income & contributions
- Employer contributions
- $183,945
- Participant contributions
- $491,633
- Total contributions
- $675,578
- Total income / additions
- $1,124,938
Expenses & distributions
- Benefits paid
- $974,396
- Administrative expenses
- $46,340
- Total expenses
- $1,020,736
- Net increase / (decrease)
- $104,202
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $24,182 | $0 | 2023 |
| Erisa Services Inc | CONTRACT ADMINISTRATOR | $14,902 | $1,520 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT MGMT | $7,211 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roane Transportation Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Rockwood, TN
- Empower Annuity Ins Co Of America — Schedule C compensation
- Erisa Services Inc — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation