Plan Snapshot
- Plan Sponsor: The Rfa Group, INC.
- Sponsor EIN: 475512830
- Sponsor Address: 12986 VALLEY VIEW ROAD, EDEN PRAIRIE, MN, 55344
- Plan Type: 401(k)
- Total Participants: 500
- Total Assets: $39.9M
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 | 500 | $39.9M | $1.0M | $3.3M |
| 2023 | 442 | $31.8M | $823,831 | $2.7M |
| 2022 | 364 | $24.6M | $654,808 | $2.2M |
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 |
|---|---|---|---|---|
| LB CARLSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LB CARLSON — 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 | $99,646 | $60,032 | $39,614 | — | — |
| 2023 | $87,549 | $48,538 | $39,011 | — | — |
| 2022 | $76,404 | $45,830 | $30,574 | — | — |