Plan Snapshot
- Plan Sponsor: New Rue21, LLC
- Sponsor EIN: 822784521
- Sponsor Address: 800 COMMONWEALTH DRIVE SUITE 100, WARRENDALE, PA, 15086
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4,169
- Total Assets: $17.5M
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. |
|---|---|---|---|---|
| 2023 | 4,169 | $17.5M | $955,723 | $1.7M |
| 2022 | 4,958 | $14.9M | $920,672 | $1.8M |
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 |
|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | Investment Advisor | $62,057 | — | $62,057 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $38,482 | — | $38,482 |
| CLIFTONLARSONALLEN, LLP | Auditor | $19,261 | — | $19,261 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER INVESTMENTS, LLC — Investment Advisor
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,800
- Estimated Expense Ratio: 0.686% 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 |
|---|---|---|---|---|---|
| 2023 | $121,834 | $2,034 | $62,057 | — | — |
| 2022 | $173,994 | $78,940 | $95,054 | — | — |