Plan Snapshot
- Plan Sponsor: Rpci Oncology, PC
- Sponsor EIN: 461355351
- Sponsor Address: 199 PARK CLUB LANE, WILLIAMSVILLE, NY, 14221
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 333
- Total Assets: $16.2M
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. |
|---|---|---|---|---|
| 2025 | 333 | $16.2M | $0 | $0 |
| 2024 | 245 | $12.1M | $699,928 | $1.4M |
| 2023 | 211 | $9.8M | $544,944 | $1.1M |
| 2022 | 182 | $7.9M | $457,442 | $946,838 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $29,263 | $1 | $29,264 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Other Service Provider | $24,959 | $12 | $24,971 |
| ACTUARIAL CONSULTING SERVICES, INC. | Recordkeeper | $5,810 | $6,503 | $12,313 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,548
- Estimated Expense Ratio: 0.412% 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 |
|---|---|---|---|---|---|
| 2025 | $1,170,306 | $11,506 | $35,073 | — | — |
| 2024 | $50,935 | $8,524 | $26,429 | — | — |
| 2023 | $42,003 | $6,723 | $22,674 | — | — |
| 2022 | $41,734 | $5,957 | $24,609 | — | $11,168 |