# R & D Tool & Engineering Company 401(k) Plan
Source: https://planprovider.pro/companies/r-d-tool-engineering-company-401k-plan

> R & D Tool & Engineering Company's 401(k) plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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