Plan Snapshot
- Plan Sponsor: Ray Stone Incorporated
- Sponsor EIN: 941736828
- Sponsor Address: 550 HOWE AVE, SACRAMENTO, CA, 95825
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $8.0M
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 | 170 | $8.0M | $176,591 | $440,390 |
| 2023 | 170 | $8.0M | $167,326 | $418,048 |
| 2022 | 134 | $7.2M | $145,726 | $413,524 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $17,227 | $16,235 | $992 | — | — |
| 2023 | $15,375 | $14,861 | $514 | — | — |
| 2022 | $7,620 | $6,931 | $689 | — | — |