Plan Snapshot
- Plan Sponsor: Rs&I INC.
- Sponsor EIN: 820299704
- Sponsor Address: P.O. BOX 1587, IDAHO FALLS, ID, 83403
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $7.6M
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 | 84 | $7.6M | $64,880 | $385,299 |
| 2023 | 93 | $8.4M | $66,828 | $369,478 |
| 2022 | 92 | $7.6M | $60,966 | $319,315 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | NONE | $18,570 | — | $18,570 |
| ASCENSUS LLC | NONE | $9,441 | $89 | $9,530 |
| RUDD AND CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUDD AND CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,100
- Estimated Expense Ratio: 0.371% 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 | $28,012 | $18,570 | $9,442 | — | — |
| 2023 | $26,934 | $18,781 | $8,153 | — | — |
| 2022 | $29,716 | $19,473 | $10,243 | — | — |