Plan Snapshot
- Plan Sponsor: Registry Partners Incorporated
- Sponsor EIN: 113644893
- Sponsor Address: 2607 HOLLY HILL ST SUITE D, BURLINGTON, NC, 27215
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $6.2M
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 | 371 | $6.2M | $0 | $855,697 |
| 2023 | 346 | $4.9M | $0 | $717,626 |
| 2022 | 311 | $3.6M | $0 | $666,498 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $29,752 | — | $29,752 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $6,082 | — | $6,082 |
| THOMAS JUDY & TUCKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,834
- Estimated Expense Ratio: 0.574% 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 | $35,834 | $6,082 | — | — | — |
| 2023 | $26,399 | $4,247 | — | — | — |
| 2022 | $17,797 | $850 | — | — | — |