Plan Snapshot
- Plan Sponsor: Runtal North America, INC
- Sponsor EIN: 020354244
- Sponsor Address: PO BOX 8278, WARD HILL, MA, 018350778
- Plan Type: 401(k)
- Total Participants: 99
- 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 | 99 | $6.1M | $250,709 | $470,561 |
| 2023 | 107 | $7.1M | $13,581 | $479,040 |
| 2022 | 110 | $6.1M | $240,972 | $411,565 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $22,643 | — | $22,643 |
| THIRD PARTY ADMINISTRATORS INC | THIRD PARTY ADMINISTRATOR | — | $15,877 | $15,877 |
| WORLD INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $14,135 | — | $14,135 |
| WORLD INVESTMENT ADVISORS, LLC | SERVICE PROVIDER | — | $8,063 | $8,063 |
| KING MCNAMARA MORIARTY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KING MCNAMARA MORIARTY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,718
- Estimated Expense Ratio: 0.996% 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 | $38,682 | — | — | — | — |
| 2023 | $3,681 | — | $3,681 | — | — |
| 2022 | $1,530 | — | $1,530 | — | — |