Plan Snapshot
- Plan Sponsor: Redpath And Company, Ltd.
- Sponsor EIN: 410975573
- Sponsor Address: 55 EAST FIFTH STREET SUITE 1400, ST. PAUL, MN, 55101
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $31.2M
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 | 228 | $31.2M | $941,419 | $2.4M |
| 2023 | 200 | $26.6M | $878,252 | $2.1M |
| 2022 | 194 | $25.2M | $388,679 | $1.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $42,843 | — | $42,843 |
| RBC CAPITAL MARKETS LLC | Investment Advisor | $29,989 | $11 | $30,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKETS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,843
- Estimated Expense Ratio: 0.233% 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 | $72,838 | $29,994 | $42,844 | — | — |
| 2023 | $71,112 | $29,995 | $41,117 | — | — |
| 2022 | $78,564 | $29,995 | $48,569 | — | — |