# C.G. Roxane 401(k) Plan
Source: https://planprovider.pro/companies/c-g-roxane-401k-plan

> C.G. Roxane's 401(k) plan: 388 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** C.G. Roxane

- **Sponsor EIN:** 680207100

- **Sponsor Address:** PO DRAWER A, OLANCHA, CA, 93549

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

- **Total Participants:** 388

- **Total Assets:** $31.6M

## 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|388|$31.6M|$571,135|$1.6M|

| 2023|387|$28.1M|$541,000|$1.4M|

| 2022|374|$23.2M|$494,819|$1.3M|

## 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|

| MERCER INVESTMENT MANAGEMENT, INC.|INVESTMENT/FINANCIAL ADVI|$52,384|—|$52,384|

| ADP, INC.|RECORD KEEPER|$39,249|—|$39,249|

| WITHUMSMITHBROWN, PC|ACCOUNTANT|$16,588|—|$16,588|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [WITHUMSMITHBROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $108,221

- **Estimated Expense Ratio:** 0.343% 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|$82,550|—|—|—|—|

| 2023|$87,471|$52,877|—|—|—|

| 2022|$76,567|—|—|—|—|

## Similar Plans

- [Drinkpak, LLC](https://planprovider.pro/companies/drinkpak-llc-401k-plan) — 360 participants

- [Nor-Cal Beverage Co., INC.](https://planprovider.pro/companies/nor-cal-beverage-co-inc-401k-plan) — 744 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/c-g-roxane-401k-plan)

© 2026 PlanProvider.Pro