Plan Snapshot
- Plan Sponsor: Rgc Resources, INC.
- Sponsor EIN: 541909697
- Sponsor Address: P.O. BOX 13007, ROANOKE, VA, 24030
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 103
- Total Assets: $14.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 103 | $14.6M | $1.8M | $208,080 |
| 2023 | 105 | $14.1M | $1.7M | $203,913 |
| 2022 | 97 | $13.0M | $1.5M | $249,476 |
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 |
|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY, L.L.P. | 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 | $57,680 | — | — | — | — |
| 2023 | $116,271 | — | — | — | — |
| 2022 | $201,454 | — | — | — | — |