Plan Snapshot
- Plan Sponsor: R Torre & Company INC.
- Sponsor EIN: 942590264
- Sponsor Address: 2000 MARINA BLVD, SAN LEANDRO, CA, 94577
- Plan Type: 401(k)
- Total Participants: 347
- Total Assets: $52.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 347 | $52.2M | $1.9M | $2.5M |
| 2023 | 278 | $43.7M | $1.7M | $2.1M |
| 2022 | 257 | $36.2M | $1.5M | $1.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $49,769 | — | $49,769 |
| ALDRICH CPAS AND ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS AND ADVISORS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,769
- Estimated Expense Ratio: 0.095% 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 | $49,769 | — | — | — | — |
| 2023 | $40,597 | — | — | — | — |
| 2022 | $40,215 | — | $40,215 | — | — |