Plan Snapshot
- Plan Sponsor: Rs&H, INC.
- Sponsor EIN: 592986466
- Sponsor Address: 10748 DEERWOOD PARK BOULEVARD SOUTH, JACKSONVILLE, FL, 32256
- Plan Type: 401(k)
- Total Participants: 1,702
- Total Assets: $296.4M
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 | 1,702 | $296.4M | $5.0M | $18.2M |
| 2023 | 1,503 | $252.3M | $4.9M | $14.9M |
| 2022 | 1,423 | $215.2M | $2.9M | $16.5M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY EMPLOYER | $355,438 | — | $355,438 |
| SMITH, GAMBRELL & RUSSELL, LLP | RETAINED BY EMPLOYER | $60,890 | — | $60,890 |
| CAPFINANCIAL PARTNERS, LLC | RETAINED BY EMPLOYER | $30,706 | — | $30,706 |
| FORVIS | RETAINED BY EMPLOYER | $22,050 | — | $22,050 |
| FORVIS MAZARS, LLP | Auditor | $22,050 | — | $22,050 |
| GALLAGHER FIDUCIARY ADVISORS | RETAINED BY EMPLOYER | $20,000 | — | $20,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY EMPLOYER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $511,134
- Estimated Expense Ratio: 0.172% 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 | $491,560 | $426,016 | $41,019 | $22,050 | — |
| 2023 | $309,446 | $64,239 | $224,207 | $21,000 | — |
| 2022 | $354,889 | $306,555 | $48,334 | — | — |