Plan Snapshot
- Plan Sponsor: Rice Services, INC.
- Sponsor EIN: 263765769
- Sponsor Address: 9129 STELLAR COURT, CORONA, CA, 928830309
- Plan Type: DC
- Total Participants: 656
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 656 | $4.4M | $2,360 | $1.5M |
| 2023 | 626 | $2.9M | $0 | $1.4M |
| 2022 | 573 | $1.5M | $0 | $1.0M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | RECORDKEEPER | $52,000 | — | $52,000 |
| WEALTH RESCUE STRATEGIES, INC. | FINANCIAL ADVISOR | $16,234 | — | $16,234 |
| ROODA, PIQUET & BESSEE, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,234
- Estimated Expense Ratio: 1.554% 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 | $68,234 | $16,234 | $52,000 | — | — |
| 2023 | $56,148 | — | $56,148 | — | — |
| 2022 | $38,174 | $38,174 | — | — | — |