Plan Snapshot
- Plan Sponsor: R & P Technologies
- Sponsor EIN: 010557721
- Sponsor Address: PO BOX 1273, DUBLIN, PA, 189171273
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $22.9M
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 | 329 | $22.9M | $1.7M | $2.6M |
| 2023 | 330 | $18.1M | $1.4M | $2.2M |
| 2022 | 273 | $12.7M | $1.1M | $1.7M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | ADVISOR | $73,988 | — | $73,988 |
| PAYCHEX, INC. | RECORDKEEPER | $35,033 | — | $35,033 |
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — ADVISOR
- PAYCHEX, INC. — RECORDKEEPER
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,021
- Estimated Expense Ratio: 0.475% 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 | $111,437 | $75,952 | $34,625 | — | — |
| 2023 | $88,251 | $60,021 | $27,370 | — | — |
| 2022 | $67,643 | $47,782 | $19,861 | — | — |