Plan Snapshot
- Plan Sponsor: Rloom Design Corp
- Sponsor EIN: 921361533
- Sponsor Address: 1800 ESSEX STREET, LOS ANGELES, CA, 90021
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $4.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 32 | $4.8M | $27,750 | $168,320 |
| 2023 | 25 | $5.5M | $39,873 | $162,394 |
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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | NONE | $27,741 | — | $27,741 |
| STANCORP FINANCIAL SERVICES | NONE | $24,230 | — | $24,230 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — NONE
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,971
- Estimated Expense Ratio: 1.073% 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 | $51,971 | $27,741 | $24,230 | — | — |
| 2023 | $59,327 | $30,523 | $28,804 | — | — |