# Refined Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/refined-technologies-inc-401k-plan

> Refined Technologies, INC.'s 401(k) plan: 476 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Refined Technologies, INC.

- **Sponsor EIN:** 481245119

- **Sponsor Address:** 480 WILDWOOD FOREST DR., SPRING, TX, 77380

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

- **Total Participants:** 476

- **Total Assets:** $42.1M

## 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|476|$42.1M|$2.9M|$3.9M|

| 2023|351|$30.3M|$2.2M|$3.2M|

| 2022|264|$22.9M|$1.5M|$2.3M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$44,161|—|$44,161|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MANAGEMENT|$28,196|—|$28,196|

| GALLAGHER BENEFIT SERVICES, INC.|INVESTMENT BROKER|$20,000|—|$20,000|

| NOVA 401(K) ASSOCIATES|THIRD PARTY ADMINISTRATOR|$7,825|$10,000|$17,825|

| CROWE LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $110,182

- **Estimated Expense Ratio:** 0.261% 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|$88,501|—|$88,501|—|—|

| 2023|$60,544|—|$60,544|—|—|

| 2022|$54,134|—|$54,134|—|—|

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