# Rdg Planning & Design, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rdg-planning-design-inc-401k-plan

> Rdg Planning & Design, INC.'s 401(k) plan: 230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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