Plan Snapshot
- Plan Sponsor: Rgb Systems, INC. Dba Extron Electronics
- Sponsor EIN: 330107486
- Sponsor Address: 1025 E. BALL ROAD, ANAHEIM, CA, 92805
- Plan Type: 401(k)
- Total Participants: 1,681
- Total Assets: $386.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,681 | $386.8M | $4.3M | $15.7M |
| 2023 | 1,662 | $324.1M | $4.1M | $15.0M |
| 2022 | 1,647 | $264.6M | $3.8M | $14.0M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $390,950 | — | $390,950 |
| MMA SECURITIES LLC | INVESTMENT ADVISOR | $66,163 | — | $66,163 |
| WRIGHT FORD YOUNG & CO | AUDITOR | $18,000 | — | $18,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- MMA SECURITIES LLC — INVESTMENT ADVISOR
- WRIGHT FORD YOUNG & CO — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $475,113
- Estimated Expense Ratio: 0.123% 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 | $475,113 | $66,163 | $237,631 | $18,000 | — |
| 2023 | $508,645 | $67,992 | $424,747 | — | — |
| 2022 | $108,749 | — | $94,689 | — | — |