Plan Snapshot
- Plan Sponsor: Raymond Management Company, INC.
- Sponsor EIN: 391424051
- Sponsor Address: 4601 FREY STREET, SUITE 400, MADISON, WI, 53705
- Plan Type: 401(k)
- Total Participants: 950
- Total Assets: $18.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 950 | $18.4M | $194,203 | $1.4M |
| 2023 | 1,007 | $15.9M | $191,436 | $1.4M |
| 2022 | 878 | $13.0M | $165,374 | $1.2M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | NONE | $66,261 | — | $66,261 |
| WIPFLI | NONE | $12,030 | — | $12,030 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,291
- Estimated Expense Ratio: 0.425% 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 | $78,291 | — | — | $12,030 | — |
| 2023 | $65,995 | $2,148 | — | $11,282 | — |
| 2022 | $76,425 | — | — | — | $76,425 |