# Rbc Usa Holdco Corporation 401(k) Plan
Source: https://planprovider.pro/companies/rbc-usa-holdco-corporation-401k-plan

> Rbc Usa Holdco Corporation's 401(k) plan: 10,111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rbc Usa Holdco Corporation

- **Sponsor EIN:** 200563684

- **Sponsor Address:** 250 NICOLLET MALL, MINNEAPOLIS, MN, 55401

- **Plan Type:** 401(k)

- **Total Participants:** 10,111

- **Total Assets:** $4.3B

## 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|10,111|$4.3B|$71.2M|$177.3M|

| 2023|10,926|$3.7B|$65.0M|$165.3M|

| 2022|8,957|$3.2B|$58.9M|$148.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$328,712|—|$328,712|

| OLSEN THIELEN & CO., LTD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [OLSEN THIELEN & CO., LTD](https://planprovider.pro/provider/olsen-thielen-and-co-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $328,712

- **Estimated Expense Ratio:** 0.008% 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|$312,239|—|—|—|—|

| 2023|$402,140|—|—|—|—|

| 2022|$616,053|—|—|—|—|

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