Plan Snapshot
- Plan Sponsor: The Raymond Group
- Sponsor EIN: 330782809
- Sponsor Address: 520 WEST WALNUT AVENUE, ORANGE, CA, 92868
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $44.7M
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 | 117 | $44.7M | $308,473 | $1.1M |
| 2023 | 111 | $43.9M | $1.8M | $1.3M |
| 2022 | 141 | $38.2M | $2.3M | $1.2M |
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 |
|---|---|---|---|---|
| ECP ACCOUNTING, INC. | Auditor | — | — | $0 |
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 | $106,249 | $82,139 | — | — | — |
| 2023 | $91,662 | $75,033 | — | — | — |
| 2022 | $121,720 | $88,761 | $14,786 | — | $18,173 |