Plan Snapshot
- Plan Sponsor: Reaction Biology Corp
- Sponsor EIN: 251889524
- Sponsor Address: 1 GREAT VALLEY PARKWAY, SUITE 18, MALVERN, PA, 19355
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 123
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 123 | $9.4M | $0 | $0 |
| 2024 | 92 | $7.0M | $305,021 | $987,564 |
| 2023 | 105 | $5.2M | $318,447 | $1.1M |
| 2022 | 116 | $4.0M | $36,089 | $998,651 |
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 |
|---|---|---|---|---|
| FISHER RETIREMENT SOLUTIONS LLC | Investment Advisor | $21,438 | — | $21,438 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $19,486 | — | $19,486 |
| FISHER ASSET MANAGEMENT LLC FISHER | Investment Advisor | $17,815 | — | $17,815 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,739
- Estimated Expense Ratio: 0.627% 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 |
|---|---|---|---|---|---|
| 2025 | $211,213 | $39,253 | — | — | — |
| 2024 | $58,507 | $42,851 | — | — | — |
| 2023 | $1,087,159 | — | — | — | — |
| 2022 | $338,259 | — | — | — | — |