Plan Snapshot
- Plan Sponsor: Rlo INC
- Sponsor EIN: 311451319
- Sponsor Address: 7525 PARAGON RD # 750250, DAYTON, OH, 454755011
- Plan Type: 401(k)
- Total Participants: 555
- Total Assets: $6.1M
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 | 555 | $6.1M | $377,066 | $609,098 |
| 2023 | 566 | $6.2M | $366,577 | $555,442 |
| 2022 | 516 | $4.7M | $310,480 | $464,299 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | Recordkeeper | $22,412 | — | $22,412 |
| MERRILL LYNCH, PIERCE, FENNER | Investment Advisor | $18,507 | — | $18,507 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,919
- Estimated Expense Ratio: 0.672% 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 | $40,919 | $18,507 | $22,412 | — | — |
| 2023 | $38,091 | $14,364 | $23,727 | — | — |
| 2022 | $30,820 | $13,030 | $17,790 | — | — |