Plan5500

Rooney Holdings, Inc. 401(K) Savings Plan — Form 5500 plan (Rooney Holdings, 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, Rooney Holdings, Inc. 401(K) Savings Plan is a benefit plan reported by Rooney Holdings, Inc. under EIN 73-1237809 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,985 participants and $129,998,790 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rooney Holdings, Inc.
EIN
73-1237809
Plan number
002
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
1,985
End-of-year plan assets
$129,998,790

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,985H, C20240930094449NAL0003141667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$129,998,790
Total liabilities (EOY)
$0
Net assets (EOY)
$129,998,790
Net assets (BOY)
$108,956,270

Income & contributions

Employer contributions
$3,349,588
Participant contributions
$9,224,724
Total contributions
$13,555,687
Total income / additions
$32,780,209

Expenses & distributions

Benefits paid
$11,191,344
Administrative expenses
$383,434
Total expenses
$11,737,689
Net increase / (decrease)
$21,042,520

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brown AdvisoryCONSULTANT$209,236not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$137,392$02023
Strategic Advisors, Inc.ADVISOR$36,806not reported in the loaded dataset2023

Related Form 5500 pages