Plan Snapshot
- Plan Sponsor: Rush Development Company, INC.
- Sponsor EIN: 912181321
- Sponsor Address: 6622 WOLLOCHET DRIVE NW, GIG HARBOR, WA, 98335
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 104 | $12.4M | $282,373 | $970,014 |
| 2023 | 118 | $9.8M | $360,334 | $914,643 |
| 2022 | 127 | $7.0M | $331,117 | $844,988 |
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 |
|---|---|---|---|---|
| RICHEY, MAY & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY, MAY & CO., LLP — Auditor
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 | $40,818 | — | $40,818 | — | — |
| 2023 | $35,300 | — | $35,300 | — | — |
| 2022 | $31,449 | $1,869 | $29,580 | — | — |