# Redaptive, INC. 401(k) Plan
Source: https://planprovider.pro/companies/redaptive-inc-401k-plan

> Redaptive, INC.'s 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Redaptive, INC.

- **Sponsor EIN:** 473325760

- **Sponsor Address:** 1580 N. LOGAN STREET, DENVER, CO, 80203

- **Plan Type:** 401(k)

- **Total Participants:** 171

- **Total Assets:** $19.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|171|$19.6M|$1.6M|$2.7M|

| 2023|169|$16.6M|$1.8M|$2.7M|

| 2022|179|$10.7M|$758,410|$1.0M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$23,534|—|$23,534|

| SILICON VALLEY RETIREMENT SERVICES|NONE|$17,170|—|$17,170|

| AUDIT AND TAX SOLUTION, CPAS, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [SILICON VALLEY RETIREMENT SERVICES](https://planprovider.pro/provider/silicon-valley-retirement-services-llc) — NONE

- [AUDIT AND TAX SOLUTION, CPAS, INC.](https://planprovider.pro/provider/audit-and-tax-solutions-cpas-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $40,704

- **Estimated Expense Ratio:** 0.207% 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|$40,705|$22,034|—|—|—|

| 2023|$28,225|$14,343|—|—|—|

| 2022|$5,068|$2,352|—|—|—|

## Similar Plans

- [Re/Max, LLC](https://planprovider.pro/companies/re-max-llc-401k-plan) — 517 participants

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