Plan Snapshot
- Plan Sponsor: Rxp Agency, LLC
- Sponsor EIN: 474743873
- Sponsor Address: PO BOX 908, NEW ALBANY, OH, 43054
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $1.6M
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 | 138 | $1.6M | $83,166 | $541,775 |
| 2023 | 168 | $1.6M | $116,931 | $542,836 |
| 2022 | 186 | $832,929 | $124,544 | $456,683 |
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 | Recordkeeper | $28,165 | — | $28,165 |
| OPPENHEIMER & CO | Investment Advisor | — | $10,579 | $10,579 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,744
- Estimated Expense Ratio: 2.401% 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 | $28,166 | — | $28,166 | — | — |
| 2023 | $24,309 | — | $24,309 | — | — |
| 2022 | $17,917 | — | $17,917 | — | — |