Plan Snapshot
- Plan Sponsor: Rkd Group, LLC
- Sponsor EIN: 475152075
- Sponsor Address: 2701 N DALLAS PKWY, PLANO, TX, 75093
- Plan Type: 401(k)
- Total Participants: 480
- Total Assets: $38.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 480 | $38.8M | $483,795 | $3.2M |
| 2023 | 462 | $33.8M | $457,556 | $2.7M |
| 2022 | 432 | $26.4M | $424,661 | $2.5M |
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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELP LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $171,321 | $73,111 | $71,232 | — | — |
| 2023 | $144,503 | $68,162 | $56,812 | — | — |
| 2022 | $147,083 | $60,135 | $59,551 | — | $8,910 |