Plan Snapshot
- Plan Sponsor: Rwc International, Ltd.
- Sponsor EIN: 272085725
- Sponsor Address: 600 N. 75TH AVE., PHOENIX, AZ, 85043
- Plan Type: 401(k)
- Total Participants: 732
- Total Assets: $37.2M
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 | 732 | $37.2M | $881,288 | $2.8M |
| 2023 | 652 | $29.9M | $1.5M | $2.5M |
| 2022 | 630 | $24.4M | $560,400 | $2.0M |
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 |
|---|---|---|---|---|
| HILLSPRING FINANCIAL INC. | INVESTMENT ADVISORY PLAN | $74,771 | — | $74,771 |
| TRANSAMERICA RETIREMENT SOLUTIONS, | RECORDKEEPER | $54,168 | — | $54,168 |
| FIDUCIARY OUTSOURCING, LLC DBA PMA | TPA | $38,487 | — | $38,487 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,426
- Estimated Expense Ratio: 0.451% 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 | $172,052 | $74,772 | $75,159 | $4,625 | — |
| 2023 | $145,447 | $145,447 | — | — | — |
| 2022 | $57,532 | $51,548 | — | — | — |