Plan Snapshot
- Plan Sponsor: Rick Engineering Company
- Sponsor EIN: 951859899
- Sponsor Address: 5620 FRIARS ROAD, SAN DIEGO, CA, 921102513
- Plan Type: 401(k)
- Total Participants: 394
- Total Assets: $63.0M
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 | 394 | $63.0M | $1.3M | $3.6M |
| 2023 | 381 | $54.2M | $1.0M | $3.4M |
| 2022 | 392 | $43.6M | $993,816 | $2.9M |
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 |
|---|---|---|---|---|
| ALDRICH CPA'S AND ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPA'S AND ADVISORS LLP — Auditor
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 | $173,461 | $120,580 | — | — | — |
| 2023 | $160,479 | $119,995 | — | $3,500 | — |
| 2022 | $151,561 | $98,463 | — | — | $10,000 |