Plan Snapshot
- Plan Sponsor: R N R Holiday Rv INC.
- Sponsor EIN: 911453528
- Sponsor Address: 23203 E KNOX, LIBERTY LAKE, WA, 990199542
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $9.8M
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 | 150 | $9.8M | $117,582 | $801,342 |
| 2023 | 161 | $8.4M | $128,945 | $809,112 |
| 2022 | 163 | $7.2M | $143,979 | $885,363 |
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 |
|---|---|---|---|---|
| ANASTASI MOORE MARTIN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI MOORE MARTIN — Auditor
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 | $64,887 | $31,723 | — | — | — |
| 2023 | $54,875 | — | — | — | — |
| 2022 | $50,298 | — | — | — | $50,298 |