Plan Snapshot
- Plan Sponsor: Rhi Magnesita
- Sponsor EIN: 230380777
- Sponsor Address: 425 SOUTH SALEM CHURCH ROAD, YORK, PA, 17408
- Plan Type: 401(k)
- Total Participants: 811
- Total Assets: $128.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 811 | $128.9M | $3.8M | $5.6M |
| 2023 | 848 | $120.9M | $3.6M | $5.4M |
| 2022 | 844 | $103.6M | $3.1M | $4.7M |
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 |
|---|---|---|---|---|
| COMPREHENSIVE FINANCIAL PLANNING | NONE | $160,580 | — | $160,580 |
| STAMBAUGH NESS INC. | Auditor | $160,580 | — | $160,580 |
| T ROWE PRICE RPS INC | NONE | $10,485 | — | $10,485 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAMBAUGH NESS INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $331,645
- Estimated Expense Ratio: 0.257% 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 | $171,043 | — | — | $160,580 | — |
| 2023 | $166,584 | — | — | $78,043 | — |
| 2022 | $152,645 | $149,575 | — | — | — |