# Ricart Automotive Personnel, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ricart-automotive-personnel-inc-401k-plan

> Ricart Automotive Personnel, INC.'s 401(k) plan: 758 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ricart Automotive Personnel, INC.

- **Sponsor EIN:** 311314576

- **Sponsor Address:** 4255 SOUTH HAMILTON ROAD, GROVEPORT, OH, 43125

- **Plan Type:** 401(k)

- **Total Participants:** 758

- **Total Assets:** $36.2M

## 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|758|$36.2M|$0|$3.4M|

| 2023|669|$31.6M|$270,723|$3.5M|

| 2022|679|$28.2M|$1.1M|$3.2M|

## 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|

| NFP RETIREMENT INC|ADVISOR|$65,715|—|$65,715|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$44,786|—|$44,786|

| STRATEGIC ADVISORS, INC.|ADVISOR|$6,241|—|$6,241|

| SCHNEIDER DOWNS & CO., INC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [SCHNEIDER DOWNS & CO., INC](https://planprovider.pro/provider/schneider-downs-and-co-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $116,742

- **Estimated Expense Ratio:** 0.323% 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|$116,742|$71,956|$300|—|—|

| 2023|$100,258|$63,237|—|—|—|

| 2022|$82,214|$180|—|—|—|

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