# Royal Neighbors Of America 401(k) Plan
Source: https://planprovider.pro/companies/royal-neighbors-of-america-401k-plan

> Royal Neighbors Of America's 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Royal Neighbors Of America

- **Sponsor EIN:** 361711198

- **Sponsor Address:** 230 16TH ST, ROCK ISLAND, IL, 612018608

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

- **Total Participants:** 155

- **Total Assets:** $34.3M

## 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|155|$34.3M|$1.1M|$1.1M|

| 2023|149|$29.7M|$907,663|$1.0M|

| 2022|146|$24.7M|$881,250|$922,669|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$65,308|—|$65,308|

| CAPFINANCIAL PARTNERS, LLC|CONSULTANT|—|$18,259|$18,259|

| PRINCIPAL SECURITIES, INC.|INV ADV, PARTICIPANTS|—|$10,000|$10,000|

| KERBER, ECK & BRAECKEL, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KERBER, ECK & BRAECKEL, LLP](https://planprovider.pro/provider/kerber-eck-and-braeckel-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,567

- **Estimated Expense Ratio:** 0.273% 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|$65,305|—|$65,305|—|—|

| 2023|$53,999|—|$53,999|—|—|

| 2022|$40,940|—|$40,940|—|—|

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