# Retirement Unlimited, INC. 401(k) Plan
Source: https://planprovider.pro/companies/retirement-unlimited-inc-401k-plan

> Retirement Unlimited, INC.'s 401(k) plan: 1,190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Retirement Unlimited, INC.

- **Sponsor EIN:** 541278450

- **Sponsor Address:** 2847 PENN FOREST BLVD, ROANOKE, VA, 24018

- **Plan Type:** 401(k)

- **Total Participants:** 1,190

- **Total Assets:** $13.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,190|$13.3M|$382,453|$1.5M|

| 2023|1,959|$12.0M|$370,912|$1.3M|

| 2022|1,959|$9.9M|$277,858|$1.0M|

## 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|

| PENSION ASSURANCE LLP|Auditor|$30,000|—|$30,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,000

- **Estimated Expense Ratio:** 0.225% 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|$155,121|$42,670|$82,451|$30,000|—|

| 2023|$157,902|$30,000|$73,902|$54,000|—|

| 2022|$64,183|$27,172|$37,011|—|—|

## Similar Plans

- [Kensington Senior Living LLC](https://planprovider.pro/companies/kensington-senior-living-llc-401k-plan) — 1,181 participants

- [Coordinated Services Management, INC.](https://planprovider.pro/companies/coordinated-services-management-inc-plan-001) — 1,299 participants

- [Kissito Healthcare, INC.](https://planprovider.pro/companies/kissito-healthcare-inc-401k-plan) — 1,034 participants

- [Mcclintic Operations Holdco Ii LLC D/B/A Kissito Healthcare](https://planprovider.pro/companies/mcclintic-operations-holdco-ii-llc-d-b-a-kissito-healthcare-401k-plan) — 1,026 participants

- [Commonwealth Care Of Roanoke, INC.](https://planprovider.pro/companies/commonwealth-care-of-roanoke-inc-401k-plan) — 1,399 participants

- [Virginia United Methodist Homes, INC. Dba Pinnacle Living](https://planprovider.pro/companies/virginia-united-methodist-homes-inc-dba-pinnacle-living-403b-plan) — 939 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/retirement-unlimited-inc-401k-plan)

© 2026 PlanProvider.Pro