# I. Rice &amp; Co., INC. DC Plan
Source: https://planprovider.pro/companies/i-rice-co-inc-plan

> I. Rice &amp; Co., INC.&#39;s DC plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — 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|—|—|—|—|—|

## Similar Plans

- [The Warrell Corporation](https://planprovider.pro/companies/the-warrell-corporation-401k-plan) — 102 participants

- [Dutch Gold Honey, INC.](https://planprovider.pro/companies/dutch-gold-honey-inc-plan) — 104 participants

- [Just Born, INC.](https://planprovider.pro/companies/just-born-inc-plan-002) — 71 participants

- [Frankford Candy LLC](https://planprovider.pro/companies/frankford-candy-llc-401k-plan) — 71 participants

- [Chester A. Asher, INC.](https://planprovider.pro/companies/chester-a-asher-inc-401k-plan) — 158 participants

- [The Hershey Company](https://planprovider.pro/companies/the-hershey-company-401k-plan-011) — 35 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/i-rice-co-inc-plan)

&copy; 2026 PlanProvider.Pro
