Plan Snapshot
- Plan Sponsor: Riteway Bus Service, INC.
- Sponsor EIN: 390928067
- Sponsor Address: 6970 SOUTH 6TH ST, OAK CREEK, WI, 53154
- Plan Type: 401(k)
- Total Participants: 2,237
- Total Assets: $16.6M
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 | 2,237 | $16.6M | $402,730 | $1.8M |
| 2023 | 1,254 | $13.8M | $379,329 | $1.6M |
| 2022 | 1,247 | $10.6M | $325,374 | $1.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $59,690 | — | $59,690 |
| SPECTRUM INVESTMENT ADVISORS INC | ADVISOR | $32,261 | — | $32,261 |
| WIPFLI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WIPFLI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,951
- Estimated Expense Ratio: 0.553% 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 | $91,951 | $32,261 | — | — | — |
| 2023 | $75,845 | $27,623 | — | — | — |
| 2022 | $76,324 | — | — | — | — |