Plan Snapshot
- Plan Sponsor: Ripa And Associates, LLC
- Sponsor EIN: 593497167
- Sponsor Address: 1409 TECH BLVD, TAMPA, FL, 33619
- Plan Type: 401(k)
- Total Participants: 698
- Total Assets: $15.3M
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 | 698 | $15.3M | $867,207 | $1.8M |
| 2023 | 648 | $12.4M | $354,593 | $1.5M |
| 2022 | 590 | $9.5M | $275,141 | $1.2M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $20,031 | — | $20,031 |
| RG & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- RG & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,031
- Estimated Expense Ratio: 0.131% 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 | $21,566 | — | $21,566 | — | — |
| 2023 | $19,766 | — | $19,766 | — | — |
| 2022 | $16,926 | — | $16,926 | — | — |