Plan Snapshot
- Plan Sponsor: R.A.H. Industries, INC.
- Sponsor EIN: 952742253
- Sponsor Address: 24800 AVENUE ROCKEFELLER, VALENCIA, CA, 913554367
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 173 | $9.1M | $154,680 | $509,997 |
| 2023 | 163 | $8.7M | $149,500 | $458,580 |
| 2022 | 165 | $7.8M | $160,520 | $493,117 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | INVESTMENT ADVISOR | $47,241 | — | $47,241 |
| JOHN HANCOCK INSURANCE COMPANY | RECORDKEEPER | $6,560 | — | $6,560 |
| HEDMAN PARTNERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — INVESTMENT ADVISOR
- JOHN HANCOCK INSURANCE COMPANY — RECORDKEEPER
- HEDMAN PARTNERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,801
- Estimated Expense Ratio: 0.590% 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 | $98,460 | $86,156 | $9,800 | — | — |
| 2023 | $96,872 | $43,037 | $17,710 | — | — |
| 2022 | $90,763 | $40,625 | $31,551 | — | $16,600 |