Plan Snapshot
- Plan Sponsor: Rincon Research Corporation
- Sponsor EIN: 860465180
- Sponsor Address: 101 NORTH WILMOT ROAD, TUCSON, AZ, 857113300
- Plan Type: 401(k)
- Total Participants: 395
- Total Assets: $161.5M
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 | 395 | $161.5M | $4.9M | $5.1M |
| 2023 | 394 | $142.2M | $4.0M | $4.7M |
| 2022 | 359 | $116.4M | $4.0M | $4.1M |
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 |
|---|---|---|---|---|
| BEACH FLEISCHMAN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACH FLEISCHMAN PC — 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 | $90,721 | $56,799 | — | — | — |
| 2023 | $89,294 | $55,145 | — | — | — |
| 2022 | $116,122 | $53,538 | — | — | — |