Plan Snapshot
- Plan Sponsor: Russ' Steamer Service, LLC Dba Rss Trailer Repair, LLC
- Sponsor EIN: 383238186
- Sponsor Address: 900 E FRONT ST, TRAVERSE CITY, MI, 496862763
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $3.6M
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 | 213 | $3.6M | $224,274 | $669,230 |
| 2023 | 178 | $2.7M | $187,552 | $555,890 |
| 2022 | 150 | $1.8M | $130,807 | $403,659 |
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 |
|---|---|---|---|---|
| UHY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY, 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 | $38,189 | $6,998 | $24,193 | — | — |
| 2023 | $30,511 | $4,868 | $20,775 | — | — |
| 2022 | $21,794 | $3,260 | $15,274 | — | $3,260 |