# Runtal North America, INC 401(k) Plan
Source: https://planprovider.pro/companies/runtal-north-america-inc-401k-plan

> Runtal North America, INC's 401(k) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/runtal-north-america-inc-401k-plan)

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