Plan Snapshot
- Plan Sponsor: Rbc, Incorporated
- Sponsor EIN: 540990960
- Sponsor Address: 100 NORTH PITT STREET SUITE 300, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $24.3M
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 | 0 | $24.3M | $283,128 | $1.0M |
| 2023 | 0 | $27.1M | $286,276 | $997,855 |
| 2022 | 89 | $24.8M | $281,292 | $958,449 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $65,342 | $38,745 | — | — | — |
| 2023 | $66,189 | $39,037 | — | — | — |
| 2022 | $98,969 | $86,539 | $12,430 | — | — |