# Team Rumbleon, LLC 401(k) Plan
Source: https://planprovider.pro/companies/team-rumbleon-llc-401k-plan

> Team Rumbleon, LLC&#39;s 401(k) plan: 1,502 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Team Rumbleon, LLC

- **Sponsor EIN:** 874180585

- **Sponsor Address:** 2677 E WILLIS ROAD, CHANDLER, AZ, 85286

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

- **Total Participants:** 1,502

- **Total Assets:** $32.9M

## 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|1,502|$32.9M|$0|$3.9M|

| 2023|2,836|$31.5M|$0|$4.4M|

| 2022|2,848|$26.2M|$646,278|$4.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$115,632|—|$115,632|

| WHITLEY PENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $115,632

- **Estimated Expense Ratio:** 0.352% 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|$115,632|—|—|—|—|

| 2023|$112,736|—|—|—|—|

| 2022|$96,490|—|—|—|—|

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