Plan Snapshot
- Plan Sponsor: Ruby-Collins, INC.
- Sponsor EIN: 610709337
- Sponsor Address: 4875 MARTIN COURT, SMYRNA, GA, 30082
- Plan Type: 401(k)
- Total Participants: 376
- Total Assets: $5.4M
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 | 376 | $5.4M | $312,328 | $837,452 |
| 2023 | 259 | $4.0M | $310,682 | $689,425 |
| 2022 | 187 | $2.5M | $181,806 | $465,718 |
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 |
|---|---|---|---|---|
| WILSON LEWIS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $525,578 | — | $47,287 | — | — |
| 2023 | $123,463 | — | $30,764 | — | — |
| 2022 | $21,503 | — | — | — | — |