Plan Snapshot
- Plan Sponsor: Ruffalo Noel Levitz
- Sponsor EIN: 481289593
- Sponsor Address: 5249 NORTH PARK PLACE NE, #1061, CEDAR RAPIDS, IA, 52402
- Plan Type: 401(k)
- Total Participants: 350
- Total Assets: $54.6M
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 | 350 | $54.6M | $1.2M | $2.7M |
| 2023 | 416 | $52.2M | $1.3M | $2.7M |
| 2022 | 482 | $50.4M | $1.5M | $3.2M |
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 |
|---|---|---|---|---|
| BERGANKDV | Auditor | $42,573 | — | $42,573 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERGANKDV — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,573
- Estimated Expense Ratio: 0.078% 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 | $71,276 | — | — | $42,573 | — |
| 2023 | $63,037 | $14,845 | — | $33,502 | — |
| 2022 | $81,276 | $48,613 | — | — | — |