Plan Snapshot
- Plan Sponsor: Russell T. Bundy Associates, INC.
- Sponsor EIN: 231670915
- Sponsor Address: 417 EAST WATER STREET, URBANA, OH, 43078
- Plan Type: 401(k)
- Total Participants: 633
- Total Assets: $55.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 633 | $55.3M | $1.7M | $2.7M |
| 2023 | 519 | $49.4M | $1.7M | $2.5M |
| 2022 | 495 | $47.8M | $1.6M | $2.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $61,708 | — | $61,708 |
| MMA SECURITIES | ADVISOR | $34,841 | — | $34,841 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $17,559 | — | $17,559 |
| CLARK, SCHAEFER, HACKETT & CO., | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MMA SECURITIES — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,108
- Estimated Expense Ratio: 0.206% 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 | $114,109 | $52,401 | — | — | — |
| 2023 | $121,936 | $55,760 | — | — | — |
| 2022 | $152,951 | $25,281 | — | — | — |