Plan Snapshot
- Plan Sponsor: Ra Ccs, LLC
- Sponsor EIN: 932588487
- Sponsor Address: 717 N. HARWOOD ST. SUITE 2300, DALLAS, TX, 75201
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 158
- Total Assets: $1.4M
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. |
|---|---|---|---|---|
| 2025 | 158 | $1.4M | $0 | $0 |
| 2024 | 128 | $1.3M | $5,846 | $29,699 |
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 |
|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | Recordkeeper | $18,052 | — | $18,052 |
| WILSHIRE ASSOCIATES | Investment Advisor | $6,324 | — | $6,324 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,376
- Estimated Expense Ratio: 1.741% 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 |
|---|---|---|---|---|---|
| 2025 | $279,460 | $6,324 | — | — | — |
| 2024 | $1,405 | — | — | — | — |