Plan Snapshot
- Plan Sponsor: Rategain Technologies, INC.
- Sponsor EIN: 352531679
- Sponsor Address: 105 DECKER COURT, IRVING, TX, 75062
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $28.7M
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 | 103 | $28.7M | $463,264 | $974,450 |
| 2023 | 127 | $26.4M | $423,849 | $883,791 |
| 2022 | 104 | $22.5M | $238,856 | $486,800 |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | Recordkeeper | $53,694 | — | $53,694 |
| ALLIANT RETIREMENT CONSULTING | Other Service Provider | $41,783 | — | $41,783 |
| HOGAN TAYLOR LLP | Auditor | $18,750 | — | $18,750 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $17 | $8,804 | $8,821 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- HOGAN TAYLOR LLP — Auditor
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,048
- Estimated Expense Ratio: 0.429% 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 | $123,048 | $41,783 | — | $18,750 | — |
| 2023 | $84,544 | $15,502 | $49,411 | $7,750 | — |
| 2022 | $76,182 | — | — | — | $76,182 |