# The Retirement Advantage 401(k) Plan
Source: https://planprovider.pro/companies/the-retirement-advantage-401k-plan

> The Retirement Advantage's 401(k) plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Retirement Advantage

- **Sponsor EIN:** 391816008

- **Sponsor Address:** 600 S NICOLET RD, APPLETON, WI, 54914

- **Plan Type:** 401(k)

- **Total Participants:** 174

- **Total Assets:** $17.2M

## 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|174|$17.2M|$428,204|$1.2M|

| 2023|219|$15.9M|$517,950|$1.5M|

| 2022|255|$14.7M|$459,403|$1.5M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$29,830|—|$29,830|

| QBCO ASSURANCE, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,830

- **Estimated Expense Ratio:** 0.173% 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|$29,834|—|$29,834|—|—|

| 2023|$27,859|—|$27,859|—|—|

| 2022|$21,114|—|$21,114|—|—|

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