Plan Snapshot
- Plan Sponsor: Rj Lee Group, INC.
- Sponsor EIN: 251375815
- Sponsor Address: 350 HOCHBERG ROAD, MONROEVILLE, PA, 15146
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $19.9M
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 | 173 | $19.9M | $258,131 | $906,243 |
| 2023 | 171 | $17.8M | $43,486 | $870,187 |
| 2022 | 167 | $15.0M | $0 | $897,317 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Recordkeeper | $41,625 | $9 | $41,634 |
| BILKEYKATZ INVESTMENT CONSULTANTS | Other Service Provider | — | $17,250 | $17,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,884
- Estimated Expense Ratio: 0.296% 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 | $41,625 | — | $41,275 | — | — |
| 2023 | $39,939 | — | $39,789 | — | — |
| 2022 | $38,530 | — | — | — | — |