# The Raymond Corporation DB Plan
Source: https://planprovider.pro/companies/the-raymond-corporation-plan

> The Raymond Corporation's DB plan: 278 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Raymond Corporation

- **Sponsor EIN:** 150372290

- **Sponsor Address:** PO BOX 130, GREENE, NY, 13778

- **Plan Type:** DB

- **Total Participants:** 278

- **Total Assets:** $128.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|278|$128.1M|$1.0M|$0|

| 2023|308|$130.8M|$3.6M|$0|

| 2022|337|$120.7M|$5.3M|$0|

## 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|

| FIDELITY INVESTMENTS|TRUSTEE|$149,585|—|$149,585|

| WILLIS TOWERS WATSON|ACTUARY|$54,450|—|$54,450|

| CAPITAL STRATEGIES|INVESTMENT MANAGER|$40,000|—|$40,000|

| CHARLES SCHWAB TRUST BANK|TRUSTEE|$39,621|—|$39,621|

| DANNIBLE & MCKEE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — TRUSTEE

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — ACTUARY

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — TRUSTEE

- [DANNIBLE & MCKEE, LLP](https://planprovider.pro/provider/dannible-and-mckee-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $283,656

- **Estimated Expense Ratio:** 0.221% 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|$398,897|$189,585|$39,621|—|—|

| 2023|$410,041|$175,000|$44,841|—|—|

| 2022|$249,713|$40,000|—|—|$103,673|

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