Plan Snapshot
- Plan Sponsor: Rfe/Rl, INC.
- Sponsor EIN: 521068522
- Sponsor Address: 1250 CONNECTICUT AVE., NW,SUITE 400, WASHINGTON, DC, 20036
- Plan Type: 403(b)
- Total Participants: 165
- Total Assets: $58.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 165 | $58.5M | $1.4M | $1.5M |
| 2023 | 183 | $54.7M | $1.5M | $1.5M |
| 2022 | 190 | $47.4M | $1.4M | $1.5M |
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 |
|---|---|---|---|---|
| GELMAN, ROSENBERG & FREEDMAN | 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 | $202,836 | $66,287 | — | — | — |
| 2023 | $141,877 | $72,295 | — | — | — |
| 2022 | $105,470 | $27,743 | — | — | — |