Plan Snapshot
- Plan Sponsor: Rivulis Irrigation, INC.
- Sponsor EIN: 953216106
- Sponsor Address: 7545 CARROLL ROAD, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $20.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 144 | $20.2M | $504,095 | $978,261 |
| 2023 | 146 | $20.1M | $468,286 | $944,766 |
| 2022 | 188 | $18.4M | $498,754 | $993,959 |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC | Investment Advisor | — | $37,165 | $37,165 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $10,767 | — | $10,767 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $5,372 | — | $5,372 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,304
- Estimated Expense Ratio: 0.263% 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 | $16,139 | $5,372 | — | — | — |
| 2023 | $14,232 | $5,257 | — | — | — |
| 2022 | $4,200 | — | $4,200 | — | — |