Plan Snapshot
- Plan Sponsor: The Board Of Directors Of The Rouse Estate
- Sponsor EIN: 256002687
- Sponsor Address: 701 ROUSE AVENUE, YOUNGSVILLE, PA, 163711605
- Plan Type: 401(k)
- Total Participants: 348
- Total Assets: $6.6M
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 | 348 | $6.6M | $83,967 | $313,916 |
| 2023 | 330 | $7.1M | $80,133 | $295,377 |
| 2022 | 375 | $6.9M | $76,364 | $253,163 |
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 |
|---|---|---|---|---|
| DEFINITI LLC | Recordkeeper | $9,202 | — | $9,202 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,202
- Estimated Expense Ratio: 0.140% 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 | $9,278 | — | — | — | — |
| 2023 | $5,984 | — | — | — | — |
| 2022 | $4,608 | $4,608 | — | — | — |