Plan Snapshot
- Plan Sponsor: Research Triangle Institute
- Sponsor EIN: 560686338
- Sponsor Address: 3040 CORNWALLIS ROAD, RESEARCH TRIANGLE PARK, NC, 277092194
- Plan Type: 401(k)
- Total Participants: 3,759
- Total Assets: $1.2B
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 | 3,759 | $1.2B | $33.7M | $47.8M |
| 2023 | 3,758 | $992.8M | $30.8M | $43.5M |
| 2022 | 3,646 | $809.4M | $26.7M | $37.9M |
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 |
|---|---|---|---|---|
| BLACK & PINCKARD LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLACK & PINCKARD LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $577,632 | — | — | — | — |
| 2023 | $574,888 | — | — | — | — |
| 2022 | $524,218 | — | — | — | — |