Plan Snapshot
- Plan Sponsor: The Ritedose Corporation
- Sponsor EIN: 571023775
- Sponsor Address: 1 TECHNOLOGY CIRCLE, COLUMBIA, SC, 29203
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 857
- Total Assets: $63.7M
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. |
|---|---|---|---|---|
| 2025 | 857 | $63.7M | $0 | $0 |
| 2024 | 544 | $52.8M | $2.2M | $3.3M |
| 2023 | 561 | $44.7M | $2.0M | $2.9M |
| 2022 | 508 | $36.2M | $1.8M | $2.6M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $120,574 | — | $120,574 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $100,829 | $2,489 | $103,318 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $223,892
- Estimated Expense Ratio: 0.352% 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 |
|---|---|---|---|---|---|
| 2025 | $3,545,594 | $100,829 | — | — | — |
| 2024 | $212,117 | $93,854 | — | — | — |
| 2023 | $204,004 | $91,223 | — | — | — |
| 2022 | $198,746 | — | — | — | — |