# Ringler Management Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ringler-management-services-inc-401k-plan

> Ringler Management Services, INC.&#39;s 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [Hcf Insurance Agency](https://planprovider.pro/companies/hcf-insurance-agency-401k-plan) — 127 participants

- [Deans & Homer](https://planprovider.pro/companies/deans-homer-401k-plan) — 114 participants

- [Poms & Associates Insurance Brokers, LLC](https://planprovider.pro/companies/poms-associates-insurance-brokers-llc-401k-plan) — 110 participants

- [Jerry Services INC.](https://planprovider.pro/companies/jerry-services-inc-plan-001) — 106 participants

- [Ladder Financial INC.](https://planprovider.pro/companies/ladder-financial-inc-401k-plan) — 103 participants

- [Winton Ireland Insurance Agency INC.](https://planprovider.pro/companies/winton-ireland-insurance-agency-inc-401k-plan) — 100 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ringler-management-services-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
