# Rich & Cartmill, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rich-cartmill-inc-401k-plan

> Rich & Cartmill, INC.'s 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rich & Cartmill, INC.

- **Sponsor EIN:** 730737979

- **Sponsor Address:** 2738 E. 51ST STREET SO., STE 400, TULSA, OK, 741056227

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

- **Total Participants:** 127

- **Total Assets:** $16.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2024|127|$16.2M|$962,077|$593,649|

| 2023|133|$14.3M|$883,852|$560,559|

| 2022|112|$12.0M|$814,502|$495,829|

## 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|

| CONKLIN, GILPIN, WERTZ PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$33,066|—|—|—|—|

| 2023|$32,269|$13,394|—|—|—|

| 2022|$34,839|—|—|—|$34,839|

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