Plan Snapshot
- Plan Sponsor: Rsr Group, INC.
- Sponsor EIN: 592958389
- Sponsor Address: 4405 METRIC DRIVE, WINTER PARK, FL, 32792
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 423
- Total Assets: $24.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 423 | $24.6M | $408,261 | $2.0M |
| 2023 | 388 | $21.9M | $359,195 | $1.8M |
| 2022 | 405 | $17.6M | $325,523 | $1.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $41,420 | — | $41,420 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $12,349 | — | $12,349 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,769
- Estimated Expense Ratio: 0.219% 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 | $53,769 | $12,349 | — | — | — |
| 2023 | $45,879 | $10,585 | — | — | — |
| 2022 | $40,830 | $9,438 | — | — | — |