# Raffertys, INC. DC Plan
Source: https://planprovider.pro/companies/raffertys-inc-plan-001

> Raffertys, INC.'s DC plan: 952 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Raffertys, INC.

- **Sponsor EIN:** 610985188

- **Sponsor Address:** 1750 SCOTTSVILLE ROAD, SUITE 2, BOWLING GREEN, KY, 42104

- **Plan Type:** DC

- **Total Participants:** 952

- **Total Assets:** $35.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|952|$35.0M|$1.7M|$0|

| 2023|958|$34.6M|$1.5M|$0|

| 2022|989|$26.8M|$1.4M|$0|

## 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|

| KIRBY & MOORE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KIRBY & MOORE, LLP](https://planprovider.pro/provider/kirby-and-moore-llp) — Auditor

## 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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