Nrb Group, LLC 401(K) Plan — Form 5500 plan (Nrb Group, 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, Nrb Group, LLC 401(K) Plan is a benefit plan reported by Nrb Group, LLC under EIN 62-1769582 and plan number 001. The latest loaded filing year is 2023. The filing reports 637 participants and $18,333,109 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nrb Group, LLC
EIN
62-1769582
Plan number
001
Plan type
3
Location
Chattanooga, TN
Latest filing year
2023
Participants
637
End-of-year plan assets
$18,333,109

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023637H, C20241011125059NAL0012498563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,333,109
Total liabilities (EOY)
$0
Net assets (EOY)
$18,333,109
Net assets (BOY)
$14,746,948

Income & contributions

Employer contributions
$611,761
Participant contributions
$2,438,493
Total contributions
$3,058,337
Total income / additions
$5,684,054

Expenses & distributions

Benefits paid
$1,977,292
Administrative expenses
$97,183
Total expenses
$2,097,893
Net increase / (decrease)
$3,586,161

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$59,144$02023
Sage View Advisory GroupINVESTMENT ADVISOR$38,039not reported in the loaded dataset2023

Related Form 5500 pages