Plan Snapshot
- Plan Sponsor: Russell Cellular, INC.
- Sponsor EIN: 431778225
- Sponsor Address: 4125 WILSON CREEK MARKETPLACE ROAD, BATTLEFIELD, MO, 65619
- Plan Type: 401(k)
- Total Participants: 1,292
- Total Assets: $12.3M
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 | 1,292 | $12.3M | $748,885 | $2.3M |
| 2023 | 1,229 | $10.3M | $977,646 | $2.5M |
| 2022 | 966 | $7.2M | $976,319 | $2.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS COMPANY OF AMER | RECORDKEEPER | $155,918 | — | $155,918 |
| ERP NATIONAL LLC | CONTRACT ADMIN | $66,858 | $11,373 | $78,231 |
| ERP NATIONAL LLC DBA ERP RETIREMENT | CONTRACT ADMIN | $66,858 | $11,373 | $78,231 |
| NORTHWESTERN MUTUAL INVESTMENTS SVC | BROKER/ADVISOR | — | $55,925 | $55,925 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $12,847 | — | $12,847 |
| ELLIOTT, ROBINSON AND COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT, ROBINSON AND COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $381,152
- Estimated Expense Ratio: 3.105% 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 | $211,634 | $211,634 | — | — | — |
| 2023 | $150,022 | $150,022 | — | — | — |
| 2022 | $186,413 | $186,413 | — | — | — |