# Rks Associates 401(k) Plan
Source: https://planprovider.pro/companies/rks-associates-401k-plan

> Rks Associates's 401(k) plan: 187 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rks Associates

- **Sponsor EIN:** 222529877

- **Sponsor Address:** 935 BENNETTS MILLS ROAD, JACKSON, NJ, 08527

- **Plan Type:** 401(k)

- **Total Participants:** 187

- **Total Assets:** $15.8M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|187|$15.8M|$1.1M|$367,055|

| 2023|176|$14.1M|$1.3M|$313,975|

| 2022|169|$14.8M|$1.2M|$363,494|

## 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|

| CFS INVESTMENT ADVISORY SERVICES|INVESTMENT ADVISORY|$41,534|—|$41,534|

| JOHN HANCOCK RETIREMENT PLAN SERVIC|INVESTMENT FEES|$25,409|—|$25,409|

| PRIME PENSIONS, INC.|PLAN RECORDKEEPER|$6,713|—|$6,713|

| NISIVOCCIA LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK RETIREMENT PLAN SERVIC](https://planprovider.pro/provider/john-hancock) — INVESTMENT FEES

- [NISIVOCCIA LLP](https://planprovider.pro/provider/nisivoccia-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $73,656

- **Estimated Expense Ratio:** 0.465% 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|$69,403|$69,403|—|—|—|

| 2023|$82,463|$82,463|—|—|—|

| 2022|$98,442|$98,442|—|—|—|

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