# Rule Joy Trammell & Rubio, LLC 401(k) Plan
Source: https://planprovider.pro/companies/rule-joy-trammell-rubio-llc-plan

> Rule Joy Trammell & Rubio, LLC's 401(k) plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rule Joy Trammell & Rubio, LLC

- **Sponsor EIN:** 202218169

- **Sponsor Address:** 300 GALLERIA PARKWAY, SUITE 740, ATLANTA, GA, 30339

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

- **Total Participants:** 82

- **Total Assets:** $15.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|82|$15.6M|$458,644|$734,515|

| 2023|93|$13.4M|$569,639|$790,119|

| 2022|104|$10.9M|$539,253|$768,687|

## 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|

| WELLS FARGO ADVISORS LLC|INVESTMENT ADVISOR|$40,057|—|$40,057|

| PENSION FINANCIAL SERVICES, INC.|CONTRACT ADMIN|$7,955|$6,896|$14,851|

| JONES AND KOLB PA|AUDITOR|$11,000|—|$11,000|

| JONES AND KOLB|Auditor|$11,000|—|$11,000|

### Verified Provider Profiles

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

- [JONES AND KOLB](https://planprovider.pro/provider/jones-and-kolb) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,908

- **Estimated Expense Ratio:** 0.494% 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|$60,392|$40,057|$7,975|$11,000|—|

| 2023|$64,108|$34,682|$6,281|$22,000|—|

| 2022|$7,729|—|$6,079|—|$1,650|

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