# R & R Insurance Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/r-r-insurance-services-inc-401k-plan

> R & R Insurance Services, INC.'s 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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