Plan Snapshot
- Plan Sponsor: Rfpio, INC. A Delaware Corporation D/B/A Responsive
- Sponsor EIN: 473598633
- Sponsor Address: 4931 SW 76TH AVE., PORTLAND, OR, 97225
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $11.3M
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 | 212 | $11.3M | $923,606 | $1.9M |
| 2023 | 181 | $7.7M | $586,162 | $1.5M |
| 2022 | 166 | $5.0M | $509,785 | $1.2M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $26,546 | $4,879 | — | — | — |
| 2023 | $17,882 | $3,328 | — | — | — |
| 2022 | $10,112 | — | — | — | — |