Plan Snapshot
- Plan Sponsor: R.T.G. Furniture Corp. & Affiliates
- Sponsor EIN: 593029388
- Sponsor Address: 11540 HIGHWAY 92 EAST, SEFFNER, FL, 33584
- Plan Type: 401(k)
- Total Participants: 9,789
- Total Assets: $319.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 9,789 | $319.8M | $4.4M | $22.7M |
| 2023 | 10,166 | $279.4M | $4.2M | $21.4M |
| 2022 | 9,801 | $234.9M | $4.1M | $20.7M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $287,615 | $322,303 | $609,918 |
| ACCELL CPA & ASSOCIATES , P.A. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $609,918
- Estimated Expense Ratio: 0.191% 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 |
|---|---|---|---|---|---|
| 2024 | $278,955 | — | — | — | — |
| 2023 | $239,382 | — | — | — | — |
| 2022 | $304,134 | — | — | — | — |