# Rtr Financial Services INC 401(k) Plan
Source: https://planprovider.pro/companies/rtr-financial-services-inc-401k-plan

> Rtr Financial Services INC's 401(k) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rtr Financial Services INC

- **Sponsor EIN:** 134032618

- **Sponsor Address:** 2 TELEPORT DR STE 302, STATEN ISLAND, NY, 103111004

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

- **Total Participants:** 216

- **Total Assets:** $8.4M

## 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|216|$8.4M|$154,019|$797,087|

| 2023|278|$6.9M|$161,166|$857,839|

| 2022|217|$4.8M|$124,792|$725,813|

## 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|

| PKF OCONNOR DAVIES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PKF OCONNOR DAVIES LLP](https://planprovider.pro/provider/bpas) — 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|$57,601|$29,868|$26,873|—|—|

| 2023|$44,713|$21,557|$20,357|—|—|

| 2022|$31,209|$4,132|$27,077|—|—|

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