Plan Snapshot
- Plan Sponsor: Rdg Planning & Design, INC.
- Sponsor EIN: 421338016
- Sponsor Address: 301 GRAND AVENUE, DES MOINES, IA, 50309
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $57.0M
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 | 230 | $57.0M | $711,097 | $2.4M |
| 2023 | 219 | $49.1M | $569,938 | $2.2M |
| 2022 | 199 | $39.6M | $534,285 | $1.7M |
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 |
|---|---|---|---|---|
| MCFARLIN & BROKKE, P.C. | 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 | $152,894 | $16,157 | — | — | — |
| 2023 | $122,706 | — | — | — | — |
| 2022 | $148,265 | $126,241 | $22,024 | — | — |