# Rwa Wealth Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/adviser-investments-llc-401k-plan

> Rwa Wealth Partners, LLC's 401(k) plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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