Plan Snapshot
- Plan Sponsor: Removery, LLC
- Sponsor EIN: 833753779
- Sponsor Address: 1400 CONGRESS AVE, SUITE A270, AUSTIN, TX, 78704
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 346
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 346 | $4.8M | $677,623 | $1.7M |
| 2023 | 353 | $2.7M | $673,160 | $1.5M |
| 2022 | 294 | $246,127 | $76,994 | $167,971 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $10,973 | — | $10,973 |
| WELLTH ADVISORY SERVICES, LLC | Investment Advisor | $10,650 | — | $10,650 |
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $7,975 | — | $7,975 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- GLOBAL RETIREMENT PARTNERS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,598
- Estimated Expense Ratio: 0.611% 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 | $29,598 | $18,625 | — | — | — |
| 2023 | $10,662 | $4,964 | — | — | — |
| 2022 | $110 | — | — | — | — |