Plan Snapshot
- Plan Sponsor: Radisys Corporation
- Sponsor EIN: 930945232
- Sponsor Address: 3100 GAYLORD PARKWAY STE 150, FRISCO, TX, 75034
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $64.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 131 | $64.7M | $567,318 | $2.0M |
| 2023 | 122 | $59.4M | $430,388 | $1.5M |
| 2022 | 97 | $48.5M | $435,013 | $1.4M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $46,620 | — | $46,620 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $9,000 | — | $9,000 |
| MMA SECURITIES LLC | INVESTMENT ADVISOR | $8,759 | — | $8,759 |
| KBF CPAS - AUDIT, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,379
- Estimated Expense Ratio: 0.099% 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 | $64,825 | $64,379 | — | — | — |
| 2023 | $68,285 | $68,285 | — | — | — |
| 2022 | $58,788 | $58,788 | — | — | — |