Plan Snapshot
- Plan Sponsor: Rally House
- Sponsor EIN: 481120606
- Sponsor Address: 9750 QUIVIRA, LENEXA, KS, 66215
- Plan Type: 401(k)
- Total Participants: 944
- Total Assets: $5.7M
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 | 944 | $5.7M | $515,555 | $944,509 |
| 2023 | 630 | $3.6M | $339,702 | $646,886 |
| 2022 | 435 | $2.5M | $147,023 | $451,270 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS | Auditor | — | — | $0 |
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 | $59,310 | $2,270 | — | — | — |
| 2023 | $43,464 | — | $13,265 | — | — |
| 2022 | $34,895 | — | $34,895 | — | — |