# Rumberger, Kirk & Caldwell, Professional Association 401(k) Plan
Source: https://planprovider.pro/companies/rumberger-kirk-caldwell-professional-association-401k-plan

> Rumberger, Kirk & Caldwell, Professional Association's 401(k) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rumberger, Kirk & Caldwell, Professional Association

- **Sponsor EIN:** 592089901

- **Sponsor Address:** 300 SOUTH ORANGE AVENUE, SUITE 1400, ORLANDO, FL, 32801

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

- **Total Participants:** 173

- **Total Assets:** $92.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|173|$92.3M|$1.7M|$2.3M|

| 2023|177|$80.7M|$1.7M|$2.3M|

| 2022|175|$70.3M|$1.6M|$2.0M|

## 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|

| REHMANN ROBSON LLC|Auditor|$15,500|—|$15,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,500

- **Estimated Expense Ratio:** 0.017% 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|$129,903|$47,528|—|$15,500|—|

| 2023|$122,435|$46,144|—|$12,300|—|

| 2022|$119,545|$44,800|—|—|$11,500|

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