Plan Snapshot
- Plan Sponsor: Rebiz LLC
- Sponsor EIN: 364775923
- Sponsor Address: 1925 ST. CLAIR AVE. NE, CLEVELAND, OH, 44114
- Plan Type: DC
- Total Participants: 19
- Total Assets: $213,225
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 19 | $213,225 | $0 | $34,142 |
| 2023 | 29 | $163,323 | $0 | $32,852 |
| 2022 | 31 | $118,365 | $0 | $40,055 |
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 |
|---|---|---|---|---|
| HD DAVIS CPAS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HD DAVIS CPAS LLC — Auditor
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 | $325 | — | — | — | — |
| 2023 | $290 | — | — | — | — |
| 2022 | $1,053 | — | — | — | — |