# Research Triangle Institute 401(k) Plan
Source: https://planprovider.pro/companies/research-triangle-institute-401k-plan

> Research Triangle Institute's 401(k) plan: 3,759 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| VANGUARD ADVISERS INC.|NONE|$372,744|—|$372,744|

| THE VANGUARD GROUP, INC.|NONE|$209,758|—|$209,758|

| BLACK & PINCKARD LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [BLACK & PINCKARD LLC](https://planprovider.pro/provider/black-and-pinckard-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $582,502

- **Estimated Expense Ratio:** 0.051% 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|$577,632|—|—|—|—|

| 2023|$574,888|—|—|—|—|

| 2022|$524,218|—|—|—|—|

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