Plan Snapshot
- Plan Sponsor: Retail Technology Group INC.
- Sponsor EIN: 200094609
- Sponsor Address: 1663 FENTON BUSINESS PARK CT, FENTON, MO, 63026
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $6.1M
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 | 155 | $6.1M | $198,609 | $366,850 |
| 2023 | 147 | $5.4M | $211,633 | $402,293 |
| 2022 | 132 | $4.2M | $216,888 | $396,573 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $1,972 | $31,986 | $33,958 |
| OPPENHEIMER AND CO | Other Service Provider | — | $16,946 | $16,946 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,904
- Estimated Expense Ratio: 0.834% 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 | $1,147 | — | $1,147 | — | — |
| 2023 | $31,275 | — | $31,275 | — | — |
| 2022 | $35,002 | — | — | — | — |