# Rouse Frets White Goss Gentile Rhodes, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/rouse-frets-white-goss-gentile-rhodes-p-c-401k-plan

> Rouse Frets White Goss Gentile Rhodes, P.C.'s 401(k) plan: 87 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rouse Frets White Goss Gentile Rhodes, P.C.

- **Sponsor EIN:** 431706479

- **Sponsor Address:** 5250 W. 116TH PLACE, SUITE 400, LEAWOOD, KS, 66211

- **Plan Type:** 401(k)

- **Total Participants:** 87

- **Total Assets:** $35.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|87|$35.0M|$572,486|$971,120|

| 2023|84|$31.6M|$561,311|$1.0M|

| 2022|98|$29.3M|$586,116|$1.1M|

## 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|

| CHARLES SCHWAB & CO., INC.|INVESTMENT ADVISORY|$36,509|—|$36,509|

| WELLS FARGO ADVISORS|INVESTMENT ADVISORY|$30,975|—|$30,975|

| FIDELITY INVESTMENTS|INVESTMENT ADVISORY|$7,813|—|$7,813|

| MARKS NELSON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — INVESTMENT ADVISORY

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — INVESTMENT ADVISORY

- [MARKS NELSON LLC](https://planprovider.pro/provider/marksnelson-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $75,297

- **Estimated Expense Ratio:** 0.215% 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|$79,892|$77,692|$1,575|—|—|

| 2023|$72,923|$70,723|$1,575|—|—|

| 2022|$76,067|$72,569|—|—|$2,510|

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