Plan Snapshot
- Plan Sponsor: Rollinsnelson Grp, LLC
- Sponsor EIN: 471120527
- Sponsor Address: 4333 TORRANCE BL. 2ND FLOOR, TORRANCE, CA, 90503
- Plan Type: DC
- Total Participants: 2,614
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2020 | 2,614 | $7.7M | $0 | $0 |
| 2019 | 2,198 | $5.0M | $0 | $0 |
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. | Independent 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 |
|---|---|---|---|---|---|
| 2020 | $63,062 | — | $63,062 | — | — |
| 2019 | $16,681 | — | $16,681 | — | — |