Plan Snapshot
- Plan Sponsor: Rix Industries
- Sponsor EIN: 941635911
- Sponsor Address: 4900 INDUSTRIAL WAY, BENICIA, CA, 94510
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $31.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 189 | $31.4M | $596,743 | $1.7M |
| 2023 | 168 | $26.0M | $525,147 | $1.5M |
| 2022 | 175 | $18.8M | $515,709 | $1.4M |
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 |
|---|---|---|---|---|
| FISHER ASSET MANAGEMENT, LLC | NONE | $92,014 | — | $92,014 |
| ASCENSUS LLC | NONE | $7,860 | — | $7,860 |
| PENSION ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,874
- Estimated Expense Ratio: 0.318% 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 | $99,874 | $92,014 | $7,860 | — | — |
| 2023 | $100,482 | $92,682 | $7,800 | — | — |
| 2022 | $97,763 | $90,551 | $7,212 | — | — |