Plan Snapshot
- Plan Sponsor: R & D Tool & Engineering Company
- Sponsor EIN: 431237713
- Sponsor Address: 1008 SE BROWNING STREET, LEE S SUMMIT, MO, 64081
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $18.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 121 | $18.1M | $178,603 | $521,095 |
| 2023 | 118 | $17.6M | $163,407 | $535,515 |
| 2022 | 165 | $18.8M | $197,866 | $664,681 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $32,086 | $10,073 | — | — | — |
| 2023 | $16,207 | $13,026 | — | — | — |
| 2022 | $16,286 | $14,736 | $1,550 | — | — |