Plan Snapshot
- Plan Sponsor: Radwell International, LLC
- Sponsor EIN: 232106278
- Sponsor Address: 2820 N ONTARIO STREET, BURBANK, CA, 91504
- Plan Type: 401(k)
- Total Participants: 1,856
- Total Assets: $88.1M
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 | 1,856 | $88.1M | $4.4M | $8.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $76,229 | — | $76,229 |
| CREATIVE PLANNING, LLC | PLAN ADMINISTRATOR | $61,050 | — | $61,050 |
| COHNREZNICK LLP | Auditor | $54,600 | — | $54,600 |
| BAKER TILLY US, LLP | ACCOUNTANT/AUDITOR | $44,100 | — | $44,100 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $27,843 | — | $27,843 |
| MESIROW FINANCIAL | ADVISOR | $18,554 | — | $18,554 |
| BOWMAN & COMPANY LLP | ACCOUNTANT/AUDITOR | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CREATIVE PLANNING, LLC — PLAN ADMINISTRATOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- BOWMAN & COMPANY LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $292,876
- Estimated Expense Ratio: 0.332% 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 | $238,274 | $107,445 | — | $54,600 | — |