Plan Snapshot
- Plan Sponsor: Rw Supply And Design, LLC
- Sponsor EIN: 431838308
- Sponsor Address: 1054 CHESTNUT BEND, WEST PLAINS, MO, 65775
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 243 | $13.1M | $570,413 | $923,958 |
| 2023 | 226 | $10.6M | $508,402 | $847,657 |
| 2022 | 206 | $8.1M | $383,989 | $724,711 |
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 |
|---|---|---|---|---|
| ROBERTS MCKENZIE MANGAN & CUMMINGS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $52,943 | — | — | — | — |
| 2023 | $47,856 | $45,641 | — | — | — |
| 2022 | $50,123 | $47,222 | — | — | $2,901 |