# Russell T. Bundy Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/russell-t-bundy-associates-inc-401k-plan

> Russell T. Bundy Associates, INC.'s 401(k) plan: 633 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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