# Ritchey Management Ii, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ritchey-management-ii-llc-401k-plan

> Ritchey Management Ii, LLC's 401(k) plan: 393 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FCG INVESTMENT COMPANY|RECORDKEEPER|$39,175|—|$39,175|

| JOHN HANCOCK LIFE INSURANCE COMPANY|INVESTMENT ADVISOR|$6,034|—|$6,034|

| CULVER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — INVESTMENT ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,209

- **Estimated Expense Ratio:** 0.321% 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|$70,331|$39,487|$21,814|—|—|

| 2023|$100,866|—|$26,166|—|—|

| 2022|$38,186|$38,186|—|—|—|

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