Plan Snapshot
- Plan Sponsor: Russellville Engineered Castings, INC.
- Sponsor EIN: 611154640
- Sponsor Address: 232 HOPKINSVILLE ROAD, RUSSELLVILLE, KY, 42276
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 104
- Total Assets: $7.3M
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 | 104 | $7.3M | $98,012 | $239,092 |
| 2023 | 123 | $7.3M | $116,472 | $288,014 |
| 2022 | 123 | $6.8M | $116,538 | $298,424 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO. | Recordkeeper | $38,650 | — | $38,650 |
| ONEDIGITAL INVESTMENT ADVISORS | Investment Advisor | $14,376 | — | $14,376 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE CO. — Recordkeeper
- ONEDIGITAL INVESTMENT ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,026
- Estimated Expense Ratio: 0.722% 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 | $53,026 | $14,376 | — | — | — |
| 2023 | $50,829 | $13,698 | — | — | — |
| 2022 | $46,896 | — | $46,896 | — | — |