Plan Snapshot
- Plan Sponsor: R-V Industries, INC.
- Sponsor EIN: 232010693
- Sponsor Address: 584 POPLAR ROAD, HONEY BROOK, PA, 19344
- Plan Type: 401(k)
- Total Participants: 353
- Total Assets: $29.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 353 | $29.9M | $435,244 | $2.3M |
| 2023 | 326 | $24.1M | $371,369 | $1.8M |
| 2022 | 268 | $19.9M | $279,321 | $1.5M |
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 |
|---|---|---|---|---|
| RKL LLP | ACCOUNTANT/AUDITOR | $13,618 | — | $13,618 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $9,742 | — | $9,742 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — ACCOUNTANT/AUDITOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,360
- Estimated Expense Ratio: 0.078% 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 | $26,718 | $3,381 | $1,200 | $13,618 | — |
| 2023 | $21,909 | $2,995 | — | $12,651 | — |
| 2022 | $20,184 | $2,021 | — | — | — |