# Rs&amp;I INC. 401(k) Plan
Source: https://planprovider.pro/companies/rs-i-inc-401k-plan

> Rs&amp;I INC.&#39;s 401(k) plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/rudd-and-company-pllc) — 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|—|—|

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