Plan Snapshot
- Plan Sponsor: Rae Corporation
- Sponsor EIN: 730798677
- Sponsor Address: 4492 HUNT STREET, PRYOR, OK, 74361
- Plan Type: 401(k)
- Total Participants: 720
- Total Assets: $24.7M
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 | 720 | $24.7M | $955,184 | $1.4M |
| 2023 | 547 | $21.2M | $818,653 | $1.2M |
| 2022 | 519 | $17.1M | $725,846 | $1.1M |
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 |
|---|---|---|---|---|
| CURZON CUMBEY & KUNKEL PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $152,820 | $23,670 | — | — | — |
| 2023 | $121,221 | $14,319 | — | — | — |
| 2022 | $99,572 | — | — | — | $99,572 |