Plan Snapshot
- Plan Sponsor: American Roller Company, LLC
- Sponsor EIN: 200406363
- Sponsor Address: 1440 13TH AVENUE, UNION GROVE, WI, 53182
- Plan Type: 401(k)
- Total Participants: 433
- Total Assets: $32.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 433 | $32.4M | $497,085 | $1.4M |
| 2023 | 340 | $28.6M | $408,627 | $1.2M |
| 2022 | 258 | $23.1M | $280,150 | $867,886 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $56,922 | — | $56,922 |
| ONEDIGITAL INVESTMENT ADVISORS | ADVISOR | $29,016 | — | $29,016 |
| DUFEK & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS — ADVISOR
- DUFEK & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,938
- Estimated Expense Ratio: 0.266% 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 | $85,948 | $29,026 | — | — | — |
| 2023 | $70,178 | $23,634 | — | — | — |
| 2022 | $70,836 | $24,739 | — | — | — |