Residential Management Group, LLC 401k Retirement Savings Plan — Form 5500 plan (Residential Management 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, Residential Management Group, LLC 401k Retirement Savings Plan is a benefit plan reported by Residential Management Group, LLC under EIN 74-3083621 and plan number 001. The latest loaded filing year is 2023. The filing reports 399 participants and $36,685,145 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$36.7MPlan net assets, end of year$36,685,145
Participants399Covered participants reported
Assets / participant$91.9KComputed: assets ÷ participants$91,943 (computed)
Provider compensation$66.7K7 Schedule C provider row(s)$66,707
- Plan sponsor
- Residential Management Group, LLC
- EIN
- 74-3083621
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 399 | H, C | 20241015155311NAL0029008865001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$36.7M total assets
Net assets$36.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $36,685,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,685,145
- Net assets (BOY)
- $32,069,482
Income & contributions
- Employer contributions
- $216,969
- Participant contributions
- $1,557,191
- Total contributions
- $1,782,758
- Total income / additions
- $6,769,655
Expenses & distributions
- Benefits paid
- $2,145,567
- Administrative expenses
- $8,425
- Total expenses
- $2,153,992
- Net increase / (decrease)
- $4,615,663
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
12%88%
Employer 12%Participant 88%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | $0 | $50,020 | 2023 |
| Open Acq LLC | TPA | $0 | $16,687 | 2023 |
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | $0 | $0 | 2023 |
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Open Acq LLC | THIRD PARTY ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Voya Retirement Ins And Annuity | SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Residential Management Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Open Acq LLC — Schedule C compensation
- Voya Retirement Ins And Annuity Co — Schedule C compensation
- Voya Retirement Ins And Annuity — Schedule C compensation