# Rutter'S 401(k) Plan
Source: https://planprovider.pro/companies/rutter-s-401k-plan

> Rutter'S's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rutter'S

- **Sponsor EIN:** 231331865

- **Sponsor Address:** 2295 SUSQUEHANNA TRAIL, YORK, PA, 17404

- **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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|0|$0|$0|$0|

| 2024|1,785|$2,565|$0|$2.1M|

| 2023|1,466|$20.3M|$641,915|$1.8M|

| 2022|1,493|$17.1M|$344,423|$1.6M|

## 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|RECORDKEEPER|$59,765|—|$59,765|

| ALDEN CAPITAL|RETAINED BY EMPLOYER|$14,762|—|$14,762|

| LPL|RETAINED BY EMPLOYER|$14,762|—|$14,762|

| CREATIVE PLANNING LLC|RETAINED BY EMPLOYER|$10,843|—|$10,843|

| STAMBAUGH NESS, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — RETAINED BY EMPLOYER

- [STAMBAUGH NESS, INC.](https://planprovider.pro/provider/stambaugh-ness-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $100,132

### 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|—|—|—|—|—|

| 2024|$100,131|$42,721|$57,410|—|—|

| 2023|$75,773|$35,489|$40,284|—|—|

| 2022|$80,362|$40,624|$39,738|—|—|

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