The Road Home 403(B)(7) Retirement Plan — Form 5500 plan (The Road Home)
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, The Road Home 403(B)(7) Retirement Plan is a benefit plan reported by The Road Home under EIN 87-0212465 and plan number 001. The latest loaded filing year is 2023. The filing reports 574 participants and $9,245,097 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Road Home
- EIN
- 87-0212465
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 574
- End-of-year plan assets
- $9,245,097
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 574 | H, C | 20241011151708NAL0037437296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,245,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,245,097
- Net assets (BOY)
- $7,506,503
Income & contributions
- Employer contributions
- $528,075
- Participant contributions
- $341,943
- Total contributions
- $870,090
- Total income / additions
- $2,273,247
Expenses & distributions
- Benefits paid
- $494,706
- Administrative expenses
- $30,148
- Total expenses
- $534,653
- Net increase / (decrease)
- $1,738,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investment Institutional | RECORDKEEPER | $17,405 | not reported in the loaded dataset | 2023 |
| Fidelity Invest. Inst. Operations | INVESTMENT ADVISOR | $6,401 | not reported in the loaded dataset | 2023 |