Plan Snapshot
- Plan Sponsor: Rf Technologies, INC.
- Sponsor EIN: 391591361
- Sponsor Address: 3125 N. 126TH ST., BROOKFIELD, WI, 53005
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $9.8M
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 | 120 | $9.8M | $260,467 | $919,722 |
| 2023 | 134 | $9.3M | $225,293 | $862,805 |
| 2022 | 127 | $7.5M | $214,275 | $740,661 |
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 |
|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | SERVICE PROVIDER | — | $25,321 | $25,321 |
| ALPHA CAPITAL MANAGEMENT GROUP LLC | SERVICE PROVIDER | — | $10,413 | $10,413 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $10,095 | — | $10,095 |
| CLA CLIFTONLARSONALLENLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLA CLIFTONLARSONALLENLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,829
- Estimated Expense Ratio: 0.469% 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 | $39,229 | $5,583 | $24,046 | — | — |
| 2023 | $13,348 | — | $13,348 | — | — |
| 2022 | $11,920 | — | $11,920 | — | — |