Plan Snapshot
- Plan Sponsor: Research Products Corporation
- Sponsor EIN: 390566098
- Sponsor Address: 1015 E. WASHINGTON AVENUE P.O. BOX, MADISON, WI, 537011467
- Plan Type: 401(k)
- Total Participants: 362
- Total Assets: $90.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 362 | $90.5M | $3.3M | $4.1M |
| 2023 | 334 | $76.4M | $3.2M | $3.6M |
| 2022 | 339 | $65.3M | $3.0M | $3.6M |
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 |
|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS INC | INVESTMENT ADVISOR | $41,879 | — | $41,879 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $30,118 | — | $30,118 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,997
- Estimated Expense Ratio: 0.080% 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 | $72,297 | $41,879 | — | — | — |
| 2023 | $91,684 | $60,750 | — | — | — |
| 2022 | $95,297 | — | $95,297 | — | — |