Rust Enterprises, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Rust Enterprises, INC.
  • Sponsor EIN: 561047356
  • Sponsor Address: 4260 FAYETTEVILLE ROAD, LUMBERTON, NC, 28358
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$29,148$41,225
2023390$4.1M$103,785$178,442
2022186$3.8M$93,870$149,201

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
ASCENSUS, LLCRECORDKEEPER$37,894$37,894
ONE DIGITAL INVESTMENT ADVISORSINVESTMENT ADVISOR$21,848$21,848
ADAMSBROWN, LLCAuditor$0

Verified Provider Profiles

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Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $59,742

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$4,069$275$185
2023$29,871$10,924
2022$34,182$10,008$24,174

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