# Rga, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rga-inc-401k-plan-002

> Rga, INC.'s 401(k) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rga, INC.

- **Sponsor EIN:** 520788159

- **Sponsor Address:** 1001 G ST, NW, SUITE 900, WASHINGTON, DC, 20001

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

- **Total Participants:** 159

- **Total Assets:** $29.1M

## 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|159|$29.1M|$348,729|$1.1M|

| 2023|130|$27.5M|$360,975|$1.1M|

| 2022|139|$22.7M|$328,928|$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|

| RBC WEALTH MANAGEMENT|ADVISOR|$68,671|—|$68,671|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$39,646|—|$39,646|

| KAISER SCHERER & SCHLEGEL, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KAISER SCHERER & SCHLEGEL, PLLC](https://planprovider.pro/provider/kaiser-scherer-and-schlegel-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $108,317

- **Estimated Expense Ratio:** 0.373% 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|$108,317|$68,671|—|—|—|

| 2023|$95,827|$59,251|$300|—|—|

| 2022|$98,050|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rga-inc-401k-plan-002)

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