Plan Snapshot
- Plan Sponsor: Reiter Affiliated Companies, LLC
- Sponsor EIN: 205559931
- Sponsor Address: 730 S. A STREET, OXNARD, CA, 930307138
- Plan Type: 401(k)
- Total Participants: 656
- Total Assets: $53.5M
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 | 656 | $53.5M | $1.6M | $2.9M |
| 2023 | 4,565 | $47.8M | $1.7M | $2.9M |
| 2022 | 4,576 | $41.1M | $1.6M | $3.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $88,183 | — | $88,183 |
| USI ADVISORS INC | ADVISOR | $32,702 | — | $32,702 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | ACCOUNTANT/AUDITOR | $8,590 | — | $8,590 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,997 | — | $7,997 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- HOLTHOUSE CARLIN & VAN TRIGT LLP — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,472
- Estimated Expense Ratio: 0.257% 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 | $137,472 | $40,699 | — | $8,590 | — |
| 2023 | $114,119 | $35,794 | — | — | — |
| 2022 | $113,803 | $3,825 | — | — | — |