Plan Snapshot
- Plan Sponsor: Replacements, Ltd.
- Sponsor EIN: 561313274
- Sponsor Address: P.O. BOX 26029, GREENSBORO, NC, 274206029
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 413
- Total Assets: $70.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 413 | $70.6M | $0 | $0 |
| 2024 | 342 | $63.8M | $757,585 | $1.4M |
| 2023 | 338 | $59.9M | $751,006 | $1.4M |
| 2022 | 383 | $52.9M | $760,066 | $1.4M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $76,480 | — | $76,480 |
| CREATIVE PLANNING | Other Service Provider | $35,000 | — | $35,000 |
| SMITH LEONARD PLLC | Other Service Provider | $8,000 | — | $8,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,480
- Estimated Expense Ratio: 0.169% 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 |
|---|---|---|---|---|---|
| 2025 | $4,986,291 | — | — | — | — |
| 2024 | $119,776 | — | — | — | — |
| 2023 | $123,864 | $38,677 | — | $7,700 | — |
| 2022 | $133,433 | — | — | — | — |