Plan Snapshot
- Plan Sponsor: R & B Wholesale Distributors INC
- Sponsor EIN: 953355162
- Sponsor Address: 2350 SOUTH MILLIKEN AVENUE, ONTARIO, CA, 91761
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $13.1M
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 | 176 | $13.1M | $397,827 | $811,906 |
| 2022 | 158 | $10.8M | $344,018 | $688,880 |
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 |
|---|---|---|---|---|
| UNITED PLANNERS FNCL SVCS OF AMERIC | Investment Advisor | $49,978 | — | $49,978 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,978
- Estimated Expense Ratio: 0.383% 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 | $27,220 | $24,990 | — | — | — |
| 2022 | $21,585 | — | — | — | — |