Plan Snapshot
- Plan Sponsor: Ricoh Usa, INC.
- Sponsor EIN: 230334400
- Sponsor Address: 300 EAGLEVIEW BOULEVARD, EXTON, PA, 19341
- Plan Type: DB
- Total Participants: 1,003
- Total Assets: $156.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,003 | $156.7M | $0 | $0 |
| 2023 | 1,137 | $165.8M | $0 | $0 |
| 2022 | 1,239 | $160.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| AON CONSULTING, INC. | NONE | $1,403,987 | — | $1,403,987 |
| MERCER | NONE | $94,263 | — | $94,263 |
| NISA INVESTMENT ADVISORS, LLC | NONE | $89,882 | — | $89,882 |
| WELLINGTON MANAGEMENT | NONE | $81,901 | — | $81,901 |
| MONDRIAN INVESTMENT GROUP INC. | NONE | $34,603 | — | $34,603 |
| GRANT THORNTON, LLP | NONE | $31,000 | — | $31,000 |
| STATE STREET GLOBAL ADVISORS | NONE | $26,815 | — | $26,815 |
| NORTHERN TRUST | TRUSTEE | $19,751 | — | $19,751 |
| US BANK | NONE | $17,928 | — | $17,928 |
| BALLARD SPAHR LLP | NONE | $16,590 | — | $16,590 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING, INC. — NONE
- GRANT THORNTON, LLP — NONE
- US BANK — NONE
- BALLARD SPAHR LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,816,720
- Estimated Expense Ratio: 1.159% 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 | $2,129,415 | $237,405 | $99,213 | $31,000 | — |
| 2023 | $2,566,471 | $261,270 | $77,050 | — | — |
| 2022 | $2,612,752 | $332,987 | — | — | $2,279,765 |