Plan Snapshot
- Plan Sponsor: Rg5 LLC
- Sponsor EIN: 814921757
- Sponsor Address: 4000 LEGATO ROAD, SUITE 1100, FAIRFAX, VA, 22033
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $33.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 74 | $33.8M | $207,210 | $684,861 |
| 2023 | 91 | $34.7M | $218,370 | $752,044 |
| 2022 | 98 | $30.8M | $193,776 | $673,445 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $22,365 | — | $22,365 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,365
- Estimated Expense Ratio: 0.066% 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 | $73,496 | $4,660 | — | $22,365 | — |
| 2023 | $100,537 | $43,750 | — | $19,425 | — |
| 2022 | $73,401 | — | — | — | — |