Plan Snapshot
- Plan Sponsor: Daniel Rp Management, LLC
- Sponsor EIN: 455473308
- Sponsor Address: 1000 VISTA DRIVE, GREENSBORO, GA, 30642
- Plan Type: 401(k)
- Total Participants: 888
- Total Assets: $29.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 888 | $29.5M | $1.1M | $1.8M |
| 2023 | 715 | $24.2M | $1.0M | $1.7M |
| 2022 | 729 | $19.8M | $937,954 | $1.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | INVESTMENT ADVISORY | $52,556 | — | $52,556 |
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISORY | $50,098 | — | $50,098 |
| PRECISON PLAN ADMINISTRATION | SERVICE PROVIDER | $12,675 | — | $12,675 |
| EMPOWER ADVISORY GROUP | INVESTMENT MGMT | $11,414 | — | $11,414 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,743
- Estimated Expense Ratio: 0.429% of plan assets
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 | $124,269 | $124,269 | — | — | — |
| 2023 | $98,765 | $98,765 | — | — | — |
| 2022 | $102,808 | $102,808 | — | — | — |