# Rees Broome, PC 401(k) Plan
Source: https://planprovider.pro/companies/rees-broome-pc-401k-plan

> Rees Broome, PC's 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rees Broome, PC

- **Sponsor EIN:** 540965953

- **Sponsor Address:** 1900 GALLOWS ROAD, VIENNA, VA, 22182

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

- **Total Participants:** 95

- **Total Assets:** $29.3M

## 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|95|$29.3M|$592,370|$954,009|

| 2023|89|$26.2M|$617,048|$1.2M|

| 2022|92|$21.6M|$622,620|$1.0M|

## 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|

| RBC WEALTH MANAGEMENT|ADVISOR|$47,600|—|$47,600|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$38,070|—|$38,070|

| KOSITZKA WICKS AND COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — ADVISOR

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

- [KOSITZKA WICKS AND COMPANY](https://planprovider.pro/provider/kositzka-wicks-and-company) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $85,670

- **Estimated Expense Ratio:** 0.292% 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|$85,670|$47,600|—|—|—|

| 2023|$73,355|$40,510|—|—|—|

| 2022|$72,558|—|—|—|—|

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