Plan Snapshot
- Plan Sponsor: Rider Levett Bucknall Ltd
- Sponsor EIN: 990292243
- Sponsor Address: 4343 EAST CAMELBACK RD, PHOENIX, AZ, 85018
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $23.5M
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 | 213 | $23.5M | $240,379 | $1.9M |
| 2023 | 150 | $19.2M | $266,341 | $1.8M |
| 2022 | 147 | $14.8M | $195,543 | $1.6M |
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 |
|---|---|---|---|---|
| BEACHFLEISCHMAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACHFLEISCHMAN PLLC — 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 | $1,125 | — | — | — | — |
| 2023 | $1,000 | — | — | — | — |
| 2022 | $800 | — | — | — | — |