Plan Snapshot
- Plan Sponsor: Rug Doctor, LLC
- Sponsor EIN: 261257115
- Sponsor Address: 600 DATA DRIVE, PLANO, TX, 75075
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 413
- Total Assets: $17.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 413 | $17.8M | $243,450 | $852,642 |
| 2023 | 359 | $15.6M | $229,710 | $755,103 |
| 2022 | 347 | $13.6M | $261,379 | $781,345 |
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 |
|---|---|---|---|---|
| USI ADVISORS INC | Investment Advisor | $32,316 | — | $32,316 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $12,280 | — | $12,280 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $44,596
- Estimated Expense Ratio: 0.250% 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 | $47,606 | $44,596 | $299 | — | — |
| 2023 | $42,577 | $39,902 | — | — | — |
| 2022 | $44,038 | $9,970 | — | — | — |