Plan Snapshot
- Plan Sponsor: I. Rice & Co., INC.
- Sponsor EIN: 231730455
- Sponsor Address: 11500 ROOSEVELT BLVD., PHILADELPHIA, PA, 19116
- Plan Type: DC
- Total Participants: 99
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 99 | $15.0M | $754,304 | $609,112 |
| 2023 | 121 | $13.0M | $653,745 | $557,802 |
| 2022 | 103 | $10.7M | $574,372 | $502,429 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK USA | RECORDKEEPER | $315 | $4,816 | $5,131 |
| HAEFELE, FLANAGAN & CO., P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK USA — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,131
- Estimated Expense Ratio: 0.034% 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 | $2,823 | $2 | $2,821 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |