Plan Snapshot
- Plan Sponsor: Russell Group INC
- Sponsor EIN: 853625179
- Sponsor Address: 4700 EAST 53RD STREET, DAVENPORT, IA, 52807
- Plan Type: 401(k)
- Total Participants: 232
- Total Assets: $30.9M
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 | 232 | $30.9M | $866,105 | $2.5M |
| 2023 | 187 | $25.5M | $781,363 | $2.1M |
| 2022 | 175 | $20.3M | $801,798 | $1.9M |
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 |
|---|---|---|---|---|
| MHCS, P.C. | Auditor | — | — | $0 |
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 | $73,675 | — | — | — | — |
| 2023 | $57,080 | $36,903 | — | — | — |
| 2022 | $57,240 | $1,561 | — | — | — |