# Retirement Living Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/retirement-living-associates-inc-401k-plan

> Retirement Living Associates, INC.'s 401(k) plan: 433 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Retirement Living Associates, INC.

- **Sponsor EIN:** 561691421

- **Sponsor Address:** 220 HORIZON DRIVE, SUITE 218, RALEIGH, NC, 27615

- **Plan Type:** 401(k)

- **Total Participants:** 433

- **Total Assets:** $16.2M

## 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|433|$16.2M|$153,051|$768,061|

| 2023|431|$14.2M|$197,829|$967,495|

| 2022|494|$12.6M|$196,447|$950,221|

## 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 GROUP RETIREMENT PLAN SVCS.|RECORDKEEPER|$7,325|—|$7,325|

| MELISSA G. CRITCHER, CPA, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MELISSA G. CRITCHER, CPA, PC](https://planprovider.pro/provider/melissa-g-critcher-cpa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,325

- **Estimated Expense Ratio:** 0.045% 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|$7,325|—|—|—|—|

| 2023|$7,501|—|—|—|—|

| 2022|$8,991|—|$8,991|—|—|

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