Plan Snapshot
- Plan Sponsor: Rausch & Pausch, LP
- Sponsor EIN: 800819524
- Sponsor Address: 2450 PAUL PARKS LANE, AUBURN, AL, 36832
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 130 | $5.8M | $361,288 | $421,459 |
| 2023 | 131 | $5.1M | $363,317 | $411,055 |
| 2022 | 124 | $3.8M | $357,975 | $402,381 |
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 |
|---|---|---|---|---|
| INVISTA ADVISORS | ADVISOR | $6,514 | — | $6,514 |
| MDA PROFESSIONAL GROUP, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INVISTA ADVISORS — ADVISOR
- MDA PROFESSIONAL GROUP, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,514
- Estimated Expense Ratio: 0.112% 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 | $35,196 | — | $35,196 | — | — |
| 2023 | $29,931 | — | $29,931 | — | — |
| 2022 | $14,699 | — | $14,699 | — | — |