Plan Snapshot
- Plan Sponsor: Rusmur Floors INC
- Sponsor EIN: 251089252
- Sponsor Address: 500 STATION ST, BRIDGEVILLE, PA, 150172004
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $14.4M
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 | 144 | $14.4M | $112,829 | $734,217 |
| 2023 | 146 | $12.6M | $111,848 | $698,507 |
| 2022 | 145 | $10.7M | $110,863 | $690,341 |
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 |
|---|---|---|---|---|
| CONFLUENCE WEALTH SERVICES, INC. | Investment Advisor | $46,982 | — | $46,982 |
| PAYCHEX, INC. | Recordkeeper | $15,938 | — | $15,938 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,920
- Estimated Expense Ratio: 0.438% 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 | $67,620 | $46,982 | $19,778 | — | — |
| 2023 | $82,857 | $10,021 | $72,406 | — | — |
| 2022 | $68,797 | — | — | — | — |