Plan Snapshot
- Plan Sponsor: Restaurant Supply Chain Solutions, LLC
- Sponsor EIN: 611333870
- Sponsor Address: 950 BRECKENRIDGE LN, LOUISVILLE, KY, 40207
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $52.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 178 | $52.1M | $2.5M | $1.9M |
| 2023 | 162 | $47.9M | $2.2M | $1.8M |
| 2022 | 154 | $45.3M | $2.0M | $1.7M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $89,409 | — | $89,409 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $64,825 | — | $64,825 |
| FIFTH THIRD BANK | Investment Advisor | $28,788 | — | $28,788 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,022
- Estimated Expense Ratio: 0.352% 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 | $183,022 | $118,197 | — | — | — |
| 2023 | $194,219 | $107,659 | — | — | — |
| 2022 | $160,563 | — | $160,563 | — | — |