Plan Snapshot
- Plan Sponsor: R.V. Direct, LLC Dba Johnson R.V. Sales
- Sponsor EIN: 931239828
- Sponsor Address: 41777 SOUTHEAST HIGHWAY 26, SANDY, OR, 97055
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $6.0M
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 | 150 | $6.0M | $304,722 | $545,085 |
| 2023 | 178 | $5.4M | $321,617 | $564,625 |
| 2022 | 192 | $4.6M | $540,690 | $979,345 |
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 |
|---|---|---|---|---|
| EIDE BAILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY — 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 | $12,925 | — | — | — | — |
| 2023 | $71,019 | $21,419 | — | — | — |
| 2022 | $27,336 | $27,336 | — | — | — |