Plan Snapshot
- Plan Sponsor: Rgh Automotive, LLC
- Sponsor EIN: 474963154
- Sponsor Address: 508 W MAIN STREET, NEW HOLLAND, PA, 17557
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $12.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 238 | $12.8M | $206,403 | $869,448 |
| 2023 | 215 | $11.8M | $192,877 | $838,709 |
| 2022 | 206 | $9.2M | $187,380 | $787,791 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | $15,500 | — | $15,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,500
- Estimated Expense Ratio: 0.121% 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 | $36,059 | $17,734 | — | $15,500 | — |
| 2023 | $29,295 | $14,576 | — | $12,000 | — |
| 2022 | $17,293 | — | — | — | — |