Plan Snapshot
- Plan Sponsor: R.D.M. Electric Co., INC.
- Sponsor EIN: 954134154
- Sponsor Address: 4260 E. BRICKELL STREET, ONTARIO, CA, 91761
- Plan Type: DC
- Total Participants: 183
- Total Assets: $29.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 183 | $29.5M | $2.5M | $0 |
| 2023 | 204 | $27.4M | $2.8M | $0 |
| 2022 | 200 | $23.2M | $3.3M | $0 |
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 |
|---|---|---|---|---|
| CHARLES W. MASON & ASSOCIATES, INC. | Investment Advisor | $65,954 | — | $65,954 |
| CALIFORNIA PENSION ADMIN | Recordkeeper | $16,915 | — | $16,915 |
| MG TRUST LLC & MSCS LLC | Custodian / Trustee | $11,858 | — | $11,858 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MG TRUST LLC & MSCS LLC — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,727
- Estimated Expense Ratio: 0.321% 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 | $94,727 | $65,954 | — | — | — |
| 2023 | $91,375 | $56,116 | — | — | — |
| 2022 | $91,258 | $52,752 | $19,951 | — | — |