Plan Snapshot
- Plan Sponsor: Rki, INC.
- Sponsor EIN: 341899421
- Sponsor Address: 8901 TYLER BLVD., MENTOR, OH, 44060
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $9.4M
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 | 76 | $9.4M | $109,921 | $404,835 |
| 2023 | 75 | $8.9M | $105,249 | $353,708 |
| 2022 | 79 | $8.8M | $97,204 | $348,033 |
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 |
|---|---|---|---|---|
| BSB PARTNERS CPAS&BUSINESS ADVISORS | 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 | $23,410 | — | $12,659 | — | — |
| 2023 | $13,883 | — | $9,808 | — | — |
| 2022 | $7,763 | — | $7,763 | — | — |