Plan Snapshot
- Plan Sponsor: Rp Management INC
- Sponsor EIN: 232752053
- Sponsor Address: 308 E LANCASTER AVENUE, WYNNEWOOD, PA, 19096
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $8.2M
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 | 230 | $8.2M | $480,630 | $757,467 |
| 2023 | 212 | $6.3M | $265,354 | $604,692 |
| 2022 | 197 | $4.6M | $224,438 | $509,943 |
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 |
|---|---|---|---|---|
| BUCKNO LISICKY & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BUCKNO LISICKY & CO — Auditor
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 | $10,060 | — | — | — | — |
| 2023 | $5,524 | — | — | — | — |
| 2022 | $8,295 | — | $8,295 | — | — |