Plan Snapshot
- Plan Sponsor: Rfd Beaufort INC.
- Sponsor EIN: 223443636
- Sponsor Address: 1420 WOLF CREEK TRAIL, SHARON CENTER, OH, 44274
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $71,755 | $78,988 |
| 2022 | 256 | $11.5M | $592,246 | $698,957 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $44,188 | — | $44,188 |
| MARCUM WEALTH LLC | INVESTMENT ADVISOR | $29,519 | — | $29,519 |
| MALONEY + NOVOTNY LLC | AUDITOR | $9,400 | — | $9,400 |
| MALONEY & NOVOTNY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY + NOVOTNY LLC — AUDITOR
- MALONEY & NOVOTNY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,107
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 |
|---|---|---|---|---|---|
| 2023 | $28,090 | $6,644 | — | — | — |
| 2022 | $85,595 | $41,407 | $44,188 | — | — |