# Riccelli Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/riccelli-enterprises-inc-plan-001

> Riccelli Holdings, INC.'s 401(k) plan: 257 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Riccelli Holdings, INC.

- **Sponsor EIN:** 161404955

- **Sponsor Address:** 6131 E. TAFT RD., NORTH SYRACUSE, NY, 13212

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

- **Total Participants:** 257

- **Total Assets:** $7.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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.|

| 2023|257|$7.8M|$375,975|$475,595|

| 2022|198|$6.6M|$365,061|$449,828|

## 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|

| DERMODY, BURKE & BROWN CPA'S, LLC|NONE|$20,000|—|$20,000|

| LIFETIME BENEFIT SOLUTIONS|NONE|$13,612|$1,598|$15,210|

| VOYA RETIREMENT INSURANCE AND ANNUI|NONE|$6,036|$2,300|$8,336|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,546

- **Estimated Expense Ratio:** 0.559% 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|

| 2023|$20,042|$218|$6,806|$10,000|—|

| 2022|$7,546|—|$7,546|—|—|

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