# Raymond Management Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/raymond-management-company-inc-401k-plan

> Raymond Management Company, INC.'s 401(k) plan: 950 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/wipfli-llp) — 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|

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