Plan Snapshot
- Plan Sponsor: Rwa Wealth Partners, LLC
- Sponsor EIN: 274946566
- Sponsor Address: 85 WELLS AVE STE 109, NEWTON, MA, 02459
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $52.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 182 | $52.4M | $717,602 | $2.6M |
| 2023 | 133 | $43.5M | $484,376 | $1.5M |
| 2022 | 102 | $32.2M | $1.8M | $1.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GRAY, GRAY & GRAY LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $18,987 | — | — | — | — |
| 2023 | $4,135,864 | — | $1,719 | — | — |
| 2022 | $5,280,657 | — | $1,688 | — | — |