Plan Snapshot
- Plan Sponsor: Rda Company, LLC
- Sponsor EIN: 510307421
- Sponsor Address: 201 INTERNATIONAL CIRCLE, HUNT VALLEY, MD, 21030
- Plan Type: DC
- Total Participants: 71
- Total Assets: $33.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 71 | $33.0M | $0 | $1.0M |
| 2023 | 67 | $29.2M | $0 | $1.0M |
| 2022 | 86 | $24.7M | $0 | $1.1M |
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 |
|---|---|---|---|---|
| GREENSPRING ADVISORS, LLC | INVESTMENT/FINANCIAL ADVI | $47,107 | — | $47,107 |
| ADP, INC. | RECORD KEEPER | $25,815 | — | $25,815 |
| SEK CPAS AND ADVISORS | ACCOUNTANT | $13,400 | — | $13,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREENSPRING ADVISORS, LLC — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- SEK CPAS AND ADVISORS — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,322
- Estimated Expense Ratio: 0.262% 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 | $86,322 | $52,610 | — | $13,400 | — |
| 2023 | $87,708 | $49,513 | — | $13,000 | — |
| 2022 | $83,412 | — | — | — | — |