Plan Snapshot
- Plan Sponsor: Research Corporation Technologies, INC.
- Sponsor EIN: 860572766
- Sponsor Address: 6440 NORTH SWAN ROAD, SUITE 200, TUCSON, AZ, 85718
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 0
- Total Assets: $31.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $31.4M | $0 | $0 |
| 2023 | 0 | $28.1M | $0 | $0 |
| 2022 | 0 | $24.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| CAPITAL INTERNATIONAL, INC. | Other Service Provider | $59,517 | — | $59,517 |
| USI CONSULTING GROUP | Other Service Provider | $8,198 | — | $8,198 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,715
- Estimated Expense Ratio: 0.216% 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 | $69,433 | $59,517 | — | — | — |
| 2023 | $42,869 | $42,869 | — | — | — |
| 2022 | $37,417 | $37,417 | — | — | — |