Plan Snapshot
- Plan Sponsor: River Birch LLC
- Sponsor EIN: 721217525
- Sponsor Address: PO BOX 697, HARVEY, LA, 700590697
- Plan Type: 401(k)
- Total Participants: 366
- Total Assets: $8.7M
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 | 366 | $8.7M | $582,651 | $914,321 |
| 2023 | 256 | $7.3M | $442,255 | $713,080 |
| 2022 | 213 | $6.1M | $451,407 | $714,784 |
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 |
|---|---|---|---|---|
| MALCOLM DIENES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALCOLM DIENES — Auditor
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 | $31,159 | $18,850 | $11,449 | — | — |
| 2023 | $26,887 | $15,081 | $10,946 | — | — |
| 2022 | $25,601 | $14,262 | $11,339 | — | — |