Plan Snapshot
- Plan Sponsor: Rgg Services, INC.
- Sponsor EIN: 043505021
- Sponsor Address: 281 SUMMER STREET, BOSTON, MA, 02210
- Plan Type: 401(k)
- Total Participants: 764
- Total Assets: $53.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 764 | $53.8M | $929,767 | $4.3M |
| 2023 | 788 | $45.5M | $970,040 | $4.7M |
| 2022 | 834 | $35.4M | $859,998 | $4.8M |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC. | 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 | $77,376 | $24,592 | — | — | — |
| 2023 | $73,018 | $13,182 | — | — | — |
| 2022 | $83,266 | — | — | — | — |