# Rs7 Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/rs7-holdings-llc-401k-plan

> Rs7 Holdings, LLC's 401(k) plan: 540 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rs7 Holdings, LLC

- **Sponsor EIN:** 465565003

- **Sponsor Address:** 4314 ROUTE 209, ELIZABETHVILLE, PA, 17023

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

- **Total Participants:** 540

- **Total Assets:** $7.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|540|$7.1M|$499,833|$874,399|

| 2023|573|$6.4M|$575,944|$750,998|

| 2022|572|$4.9M|$0|$471,850|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$32,986|—|$32,986|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$25,392|—|$25,392|

| COOPER SAVAS|SERVICE PROVIDER|$16,534|—|$16,534|

| ALERA INVESTMENT ADVISORS LLC|SERVICE PROVIDER|—|$16,412|$16,412|

| TRAILBREAKER ACCOUNTING PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALERA INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/alera-investment-advisors-llc) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $91,324

- **Estimated Expense Ratio:** 1.288% 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|$74,912|$25,844|$47,718|—|—|

| 2023|$55,983|$26,260|$28,373|—|—|

| 2022|$57,599|—|—|—|—|

## Similar Plans

- [True Capital Partners, LLC](https://planprovider.pro/companies/true-capital-partners-llc-401k-plan) — 549 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rs7-holdings-llc-401k-plan)

© 2026 PlanProvider.Pro