Plan Snapshot
- Plan Sponsor: Republic Companies
- Sponsor EIN: 420642820
- Sponsor Address: 737 CHARLOTTE ST, DAVENPORT, IA, 528035724
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $13.1M
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 | 91 | $13.1M | $124,292 | $777,153 |
| 2023 | 95 | $11.4M | $127,200 | $728,517 |
| 2022 | 87 | $10.7M | $102,598 | $630,418 |
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 |
|---|---|---|---|---|
| ROBERT W. BAIRD & CO. | Investment Advisor | $29,352 | — | $29,352 |
| REISER, JENNINGS & CO., P.C. | Recordkeeper | $5,725 | — | $5,725 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,077
- Estimated Expense Ratio: 0.268% 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 | $892,214 | — | $54,550 | — | — |
| 2023 | $2,190,021 | — | — | — | — |
| 2022 | $372,129 | — | $760 | — | — |