Plan Snapshot
- Plan Sponsor: Relo Redac, INC.
- Sponsor EIN: 133368423
- Sponsor Address: 1010 AVENUE OF THE AMERICAS, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $11.7M
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 | 201 | $11.7M | $119,547 | $647,783 |
| 2023 | 193 | $10.4M | $119,156 | $705,547 |
| 2022 | 191 | $9.4M | $132,656 | $767,428 |
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 |
|---|---|---|---|---|
| CDH CPA, PLLC | Auditor | $29,502 | — | $29,502 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,502
- Estimated Expense Ratio: 0.252% 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 | $106,417 | $69,532 | — | $29,502 | — |
| 2023 | $62,611 | $55,632 | — | — | — |
| 2022 | $52,507 | — | $52,507 | — | — |