Plan Snapshot
- Plan Sponsor: Russ Darrow Group, INC.
- Sponsor EIN: 391143175
- Sponsor Address: W133 N8569 EXECUTIVE PKWY, MENOMONEE FALLS, WI, 530513344
- Plan Type: 401(k)
- Total Participants: 806
- Total Assets: $34.2M
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 | 806 | $34.2M | $439,925 | $3.4M |
| 2023 | 849 | $32.0M | $462,793 | $3.4M |
| 2022 | 791 | $26.7M | $442,646 | $3.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $72,623 | — | $72,623 |
| THRIVENT INSURANCE AGENCY INC | OTHER SERVICES | — | $49,765 | $49,765 |
| THRIVENT INVESTMENT MANAGEMENT INC. | OTHER SERVICES | — | $7,038 | $7,038 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,426
- Estimated Expense Ratio: 0.379% 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 | $72,623 | — | $72,623 | — | — |
| 2023 | $46,482 | — | $46,482 | — | — |
| 2022 | $42,710 | — | $42,710 | — | — |