Plan Snapshot
- Plan Sponsor: Rgf Environmental Group, INC.
- Sponsor EIN: 650313969
- Sponsor Address: 1101 W 13TH STREET, RIVIERA BEACH, FL, 33404
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $4.9M
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 | 153 | $4.9M | $226,663 | $451,696 |
| 2023 | 142 | $4.1M | $236,746 | $466,445 |
| 2022 | 152 | $3.3M | $277,708 | $504,851 |
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 |
|---|---|---|---|---|
| LOCUST LANE PARTNERS, LLC | RIA | $21,861 | — | $21,861 |
| FRAZIER & DEETER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER & DEETER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,861
- Estimated Expense Ratio: 0.447% 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 | $46,190 | $21,861 | $24,329 | — | — |
| 2023 | $42,779 | $18,741 | $23,258 | — | — |
| 2022 | $35,587 | $15,608 | $19,179 | — | — |