Retirement plan

RED RIVER SCIENCE & TECHNOLOGY, LLC RETIREMENT PLAN

Name: RED RIVER SCIENCE & TECHNOLOGY, LLC - RED RIVER SCIENCE & TECHNOLOGY, LLC RETIREMENT PLAN (2024) Form 5500
Creator: RED RIVER SCIENCE & TECHNOLOGY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RED RIVER SCIENCE & TECHNOLOGY, LLC RETIREMENT PLAN, RED RIVER SCIENCE & TECHNOLOGY, LLC

RED RIVER SCIENCE & TECHNOLOGY, LLCEIN 45-4235888Plan #001PY 2024

6302 SW OAKMONT BLVD - LAWTON, OK 73505580-919-9710LinkedIn1-10 employeesmilitary

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.5M

+27.4% from 2023

Total participants

No prior year

Average account balance

No prior year

Annual return

11.90%

-15.13 pp from 2023

Benchmarks

See 143,561 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,561 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.54M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.55M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.90%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
BOON ADMINISTRATIVE SERVICES INC3 years Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730	Contract Administrator	$40,759
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$32,646
BAS PARTNERS2 years Service code 10 15800 PINES BLVD STE 300 · PEMBROKE PINES, FL 330271212	Accounting	$3,500
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$508

Plan features & details

Pension benefit codes2A

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$77K

Recordkeeping$33K42.2%
Investment mgmt$5080.7%
Contract admin$41K52.7%
Other / not subdivided$4K4.5%

% of EOY assets

1.705%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAS PARTNERS
Auditor EIN: 208779390
Audit fees: $3,500
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$160,028-100.0%

$147,080-100.0%

$145,884-100.0%

Participation rate

0.0%

84.0%-84.0pp

82.2%-82.2pp

80.3%-80.3pp

Annual return

11.90%

98.60%-86.7pp

420.17%-408.3pp

551.85%-539.9pp

Employer contribution / active EE

$5,286-100.0%

$4,933-100.0%

$4,662-100.0%

Participant deferral / active EE

$8,422-100.0%

$8,066-100.0%

$6,690-100.0%

Admin fee / account holder

$15,030-100.0%

$12,989-100.0%

$13,392-100.0%

Provider

Service type

Compensation

BOON ADMINISTRATIVE SERVICES INC3 years

Service code 13

6300 BRIDGE POINT PKWY · AUSTIN, TX 78730

Contract Administrator

$40,759

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$32,646

BAS PARTNERS2 years

Service code 10

15800 PINES BLVD STE 300 · PEMBROKE PINES, FL 330271212

Accounting

$3,500

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$508

RED RIVER SCIENCE & TECHNOLOGY, LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RED RIVER SCIENCE & TECHNOLOGY, LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion