Plan Snapshot
- Plan Sponsor: R & R Insurance Services, INC.
- Sponsor EIN: 391230987
- Sponsor Address: N14 W23900 STONE RIDGE DRIVE, WAUKESHA, WI, 53188
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $58.6M
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. |
|---|---|---|---|---|
| 2024 | 213 | $58.6M | $1.7M | $2.2M |
| 2023 | 206 | $51.9M | $1.6M | $2.1M |
| 2022 | 175 | $47.0M | $1.2M | $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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — 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 | $95,815 | — | $3,890 | — | — |
| 2023 | $83,353 | — | $3,370 | — | — |
| 2022 | $99,684 | — | $99,684 | — | — |