Rue21 401(K) Profit Sharing Plan — Form 5500 plan (New Rue21, 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, Rue21 401(K) Profit Sharing Plan is a benefit plan reported by New Rue21, LLC under EIN 82-2784521 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,615 participants and $17,467,449 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Rue21, LLC
- EIN
- 82-2784521
- Plan number
- 001
- Plan type
- 2
- Location
- Warrendale, PA
- Latest filing year
- 2023
- Participants
- 5,615
- End-of-year plan assets
- $17,467,449
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,615 | H, C | 20240729170139NAL0032581280001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,467,449
- Total liabilities (EOY)
- $14,961
- Net assets (EOY)
- $17,452,488
- Net assets (BOY)
- $14,914,845
Income & contributions
- Employer contributions
- $955,723
- Participant contributions
- $1,743,375
- Total contributions
- $2,867,112
- Total income / additions
- $5,198,829
Expenses & distributions
- Benefits paid
- $2,537,542
- Administrative expenses
- $121,834
- Total expenses
- $2,661,186
- Net increase / (decrease)
- $2,537,643
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments, LLC | INVESTMENT ADVISOR | $62,057 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,482 | $0 | 2023 |
| Cliftonlarsonallen, Llp | AUDITOR | $19,261 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,034 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Rue21, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Warrendale, PA
- Mercer Investments, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation