Plan Snapshot
- Plan Sponsor: Retail Services & Systems, INC.
- Sponsor EIN: 251531856
- Sponsor Address: 6600 ROCKLEDGE DRIVE, BETHESDA, MD, 20817
- Plan Type: 401(k)
- Total Participants: 10,110
- Total Assets: $162.0M
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 | 10,110 | $162.0M | $5.6M | $18.6M |
| 2023 | 9,667 | $131.0M | $5.4M | $17.4M |
| 2022 | 9,259 | $94.0M | $5.0M | $15.6M |
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 |
|---|---|---|---|---|
| R. D. HOAG & ASSOCIATES, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $273,337 | — | — | — | — |
| 2023 | $208,951 | — | $600 | — | — |
| 2022 | $187,091 | — | — | — | — |