Plan Snapshot
- Plan Sponsor: New Rh, LLC
- Sponsor EIN: 911569057
- Sponsor Address: 248 REUBEN MEMORIAL DRIVE, FRIDAY HARBOR, WA, 98250
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 136
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 136 | $5.3M | $0 | $0 |
| 2024 | 86 | $4.3M | $219,830 | $419,769 |
| 2023 | 94 | $3.4M | $218,194 | $402,785 |
| 2022 | 71 | $2.4M | $194,766 | $359,965 |
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 |
|---|---|---|---|---|
| HAGEN, KURTH, PERMAN & CO., P.S. | 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 |
|---|---|---|---|---|---|
| 2025 | $387,305 | — | $620 | — | — |
| 2024 | $1,400 | — | $1,400 | — | — |
| 2023 | $285 | — | $285 | — | — |
| 2022 | $1,006 | — | $1,006 | — | — |