Plan Snapshot
- Plan Sponsor: Ritchey Management Ii, LLC
- Sponsor EIN: 260787321
- Sponsor Address: PO BOX 1810, COLLIERVILLE, TN, 38027
- Plan Type: 401(k)
- Total Participants: 393
- Total Assets: $14.1M
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 | 393 | $14.1M | $303,300 | $1.1M |
| 2023 | 352 | $11.9M | $342,072 | $1.1M |
| 2022 | 351 | $9.3M | $321,390 | $1.0M |
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 |
|---|---|---|---|---|
| CULVER, PLLC | 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 | $70,331 | $39,487 | $21,814 | — | — |
| 2023 | $100,866 | — | $26,166 | — | — |
| 2022 | $38,186 | $38,186 | — | — | — |