# R Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/r-systems-inc-401k-plan

> R Systems, INC.'s 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** R Systems, INC.

- **Sponsor EIN:** 680298229

- **Sponsor Address:** 5000 WINDPLAY DRIVE, EL DORADO HILLS, CA, 957629319

- **Plan Type:** 401(k)

- **Total Participants:** 105

- **Total Assets:** $9.1M

## 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|105|$9.1M|$100,509|$810,595|

| 2023|109|$7.9M|$124,331|$820,253|

| 2022|139|$6.6M|$136,787|$904,865|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$12,425|—|$12,425|

| CETERA INVESTMENT ADVISERS LLC|INVESTMENT ADVISORY|$8,706|$3|$8,709|

| CETERA ADVISORS LLC|INVESTMENT ADVISORY|$8,069|—|$8,069|

| CHUGH CPAS LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,203

- **Estimated Expense Ratio:** 0.320% 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|$29,200|$16,775|$12,425|—|—|

| 2023|$24,051|$13,819|$10,232|—|—|

| 2022|$23,421|$13,641|$9,780|—|—|

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