Plan Snapshot
- Plan Sponsor: Russell Group INC
- Sponsor EIN: 853625179
- Sponsor Address: 4700 EAST 53RD STREET, DAVENPORT, IA, 52807
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 311
- Total Assets: $37.5M
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. |
|---|---|---|---|---|
| 2025 | 311 | $37.5M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | Investment Advisor | $47,579 | — | $47,579 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $30,073 | — | $30,073 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $7,264 | — | $7,264 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,916
- Estimated Expense Ratio: 0.226% 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 |
|---|---|---|---|---|---|
| 2025 | $3,793,537 | $54,843 | — | — | — |
| 2024 | $73,675 | — | — | — | — |
| 2023 | $57,080 | $36,903 | — | — | — |
| 2022 | $57,240 | $1,561 | — | — | — |