# Reiter Affiliated Companies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/reiter-affiliated-companies-llc-401k-plan

> Reiter Affiliated Companies, LLC's 401(k) plan: 656 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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