# Rever Grand LLC DC Plan
Source: https://planprovider.pro/companies/rever-grand-llc-plan

> Rever Grand LLC's DC plan: 1,988 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Rever Grand LLC

- **Sponsor EIN:** 813727606

- **Sponsor Address:** 1551 NORTHEAST F STREET, GRANTS PASS, OR, 97526

- **Plan Type:** DC

- **Total Participants:** 1,988

- **Total Assets:** $12.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2023|1,988|$12.6M|$2.3M|$4.2M|

| 2022|1,535|$5.6M|$1.3M|$2.5M|

## 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|

| PCS RETIREMENT LLC|CONTRACT ADMINISTRATOR|$333,816|—|$333,816|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISOR|$117,838|—|$117,838|

| DOUGALL CONRADIE LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PCS RETIREMENT LLC](https://planprovider.pro/provider/pcs-retirement-llc) — CONTRACT ADMINISTRATOR

- [DOUGALL CONRADIE LLC](https://planprovider.pro/provider/dougall-conradie-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $451,654

- **Estimated Expense Ratio:** 3.598% 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|

| 2023|$225,827|—|$225,827|—|—|

| 2022|$114,376|$17,329|$97,047|—|—|

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