Plan Snapshot
- Plan Sponsor: Ruthman Pump & Engineering INC
- Sponsor EIN: 311192733
- Sponsor Address: 7236 TYLERS CORNER DRIVE, WEST CHESTER, OH, 45069
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $11.2M
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. |
|---|---|---|---|---|
| 2024 | 185 | $11.2M | $152,452 | $607,502 |
| 2023 | 179 | $10.7M | $157,570 | $534,634 |
| 2022 | 181 | $9.9M | $152,761 | $516,544 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD PLLC — 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 | $38,405 | $23,771 | — | — | — |
| 2023 | $51,641 | $25,201 | $25,580 | — | — |
| 2022 | $46,224 | $26,200 | $20,024 | — | — |