Plan Snapshot
- Plan Sponsor: Rance King Properties. INC.Dba R
- Sponsor EIN: 953251352
- Sponsor Address: 3737 E BROADWAY, LONG BEACH, CA, 90803
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 87 | $4.0M | $0 | $302,175 |
| 2023 | 97 | $3.8M | $203,034 | $255,184 |
| 2022 | 93 | $3.2M | $175,453 | $228,733 |
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 |
|---|---|---|---|---|
| GRIGORIAN & ASSOCIATES | 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 | $32,321 | $15,147 | — | — | — |
| 2023 | $28,764 | — | — | — | — |
| 2022 | $26,537 | — | — | — | — |