Plan Snapshot
- Plan Sponsor: Ringler Management Services, INC.
- Sponsor EIN: 953862316
- Sponsor Address: 5000 BIRTH STREET, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $33.1M
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 | 128 | $33.1M | $1.2M | $1.5M |
| 2023 | 134 | $28.9M | $994,846 | $1.3M |
| 2022 | 136 | $24.0M | $1.1M | $1.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS, P.C. | 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 | $215,984 | $213,301 | $2,683 | — | — |
| 2023 | $123,140 | $93,450 | $29,690 | — | — |
| 2022 | $122,293 | $61,657 | $60,636 | — | — |