Plan Snapshot
- Plan Sponsor: Rcd Sales Company
- Sponsor EIN: 311041741
- Sponsor Address: 1990 HEBRON ROAD, HEATH, OH, 43026
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 144 | $12.4M | $376,771 | $721,165 |
| 2023 | 145 | $9.4M | $305,498 | $561,496 |
| 2022 | 106 | $7.7M | $321,525 | $612,446 |
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 |
|---|---|---|---|---|
| WILSON, SHANNON & SNOW, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILSON, SHANNON & SNOW, INC. — 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 | $49,283 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |