Plan Snapshot
- Plan Sponsor: Rgj Corporation
- Sponsor EIN: 870368847
- Sponsor Address: P.O. BOX 360001, MONUMENT VALLEY, UT, 84536
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $1.2M | $144 | $31,588 |
| 2022 | 103 | $1.2M | $23,469 | $28,592 |
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 |
|---|---|---|---|---|
| WALLACE, PLESE & DREHER, LLP | 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 |
|---|---|---|---|---|---|
| 2023 | $1,559 | $1,559 | — | — | — |
| 2022 | $1,400 | $1,400 | — | — | — |