# Rathje Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rathje-enterprises-inc-401k-plan

> Rathje Enterprises, INC.'s 401(k) plan: 664 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/milliman) — NONE

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rathje-enterprises-inc-401k-plan)

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