Plan Snapshot
- Plan Sponsor: Reynolds American INC.
- Sponsor EIN: 200546644
- Sponsor Address: P.O. BOX 2990, WINSTON-SALEM, NC, 271022990
- Plan Type: DB
- Total Participants: 4
- Total Assets: $18.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4 | $18.8M | $0 | $0 |
| 2023 | 4 | $20.7M | $3.0M | $0 |
| 2022 | 4 | $18.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON | NONE | $88,329 | — | $88,329 |
| BANCO POPULAR DE PUERTO RICO | NONE | $55,866 | — | $55,866 |
| CBIZ CPAS P.C. | NONE | $25,800 | — | $25,800 |
| ALIGHT | NONE | $11,758 | — | $11,758 |
| JONES DAY | NONE | $9,451 | — | $9,451 |
| PIETRANTONI MENDEZ & ALVAREZ LLC | NONE | $6,190 | — | $6,190 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — NONE
- ALIGHT — NONE
- JONES DAY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $197,394
- Estimated Expense Ratio: 1.049% 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 | $202,192 | — | $11,758 | $25,800 | — |
| 2023 | $182,701 | — | $10,600 | $24,800 | — |
| 2022 | $176,482 | — | — | — | $27,480 |