# Refreshment Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/refreshment-services-inc-401k-plan

> Refreshment Services, INC.'s 401(k) plan: 484 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Refreshment Services, INC.

- **Sponsor EIN:** 371041383

- **Sponsor Address:** 3400 SOLAR AVE., SPRINGFIELD, IL, 62707

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

- **Total Participants:** 484

- **Total Assets:** $23.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|484|$23.4M|$380,771|$763,839|

| 2023|448|$22.9M|$387,954|$760,563|

| 2022|410|$21.1M|$386,901|$754,809|

## 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|

| NAVIGATE RETIREMENT SOLUTIONS|NONE|$46,542|—|$46,542|

| EPIC RETIREMENT PLAN SERVICES|NONE|$30,398|—|$30,398|

| CHARLES SCHWAB TRUST BANK|NONE|—|$7,123|$7,123|

| ECK, SCHAFER, & PUNKE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [ECK, SCHAFER, & PUNKE LLP](https://planprovider.pro/provider/eck-schafer-and-punke-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $84,063

- **Estimated Expense Ratio:** 0.359% 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|$76,940|$46,542|—|—|—|

| 2023|$71,015|$42,132|—|—|—|

| 2022|$76,653|$44,935|—|—|—|

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