Plan Snapshot
- Plan Sponsor: Rathje Enterprises, INC.
- Sponsor EIN: 371152236
- Sponsor Address: P.O. BOX 976, DECATUR, IL, 62525
- Plan Type: 401(k)
- Total Participants: 664
- Total Assets: $76.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 664 | $76.1M | $1.6M | $1.7M |
| 2023 | 606 | $67.3M | $1.4M | $1.6M |
| 2022 | 503 | $60.4M | $1.3M | $1.6M |
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 |
|---|---|---|---|---|
| ADVANCED CAPITAL GROUP | NONE | $106,415 | — | $106,415 |
| MILLIMAN, INC. | NONE | $56,492 | — | $56,492 |
| MATRIX TRUST COMPANY | NONE | $17,974 | — | $17,974 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- MATRIX TRUST COMPANY — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $180,881
- Estimated Expense Ratio: 0.238% 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 | $180,881 | $106,415 | — | — | — |
| 2023 | $164,769 | $89,279 | — | — | — |
| 2022 | $212,594 | — | — | — | $212,594 |