# Rw Towne Realty LLC 401(k) Plan
Source: https://planprovider.pro/companies/rw-towne-realty-llc-401k-plan

> Rw Towne Realty LLC's 401(k) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rw Towne Realty LLC

- **Sponsor EIN:** 922410162

- **Sponsor Address:** 1435 CROSSWAYS BOULEVARD, CHESAPEAKE, VA, 23320

- **Plan Type:** 401(k)

- **Total Participants:** 129

- **Total Assets:** $12.2M

## 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|129|$12.2M|$273,179|$616,002|

| 2023|136|$11.7M|$188,813|$474,182|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$48,090|—|$48,090|

| RESOURCE 1, INC.|INVESTMENT ADVISORY|—|$27,223|$27,223|

| PBMARES, LLP|OTHER SERVICES|—|$5,539|$5,539|

| CHARLES W. SNADER, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PBMARES, LLP](https://planprovider.pro/provider/pbmares-llp) — OTHER SERVICES

- [CHARLES W. SNADER, P.C.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $80,852

- **Estimated Expense Ratio:** 0.662% 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|$50,073|—|$50,073|—|—|

| 2023|—|—|—|—|—|

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