# Russ Darrow Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/russ-darrow-group-inc-401k-plan

> Russ Darrow Group, INC.'s 401(k) plan: 806 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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