Plan Snapshot
- Plan Sponsor: Coulter Ventures LLC Dba Rogue Fitness
- Sponsor EIN: 262409457
- Sponsor Address: 545 E. 5TH AVE, COLUMBUS, OH, 43201
- Plan Type: 401(k)
- Total Participants: 562
- Total Assets: $16.8M
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 | 562 | $16.8M | $802,978 | $1.5M |
| 2023 | 581 | $14.4M | $964,346 | $1.5M |
| 2022 | 686 | $11.0M | $587,492 | $1.7M |
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 |
|---|---|---|---|---|
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS, LLC — 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 | $49,106 | $36,021 | — | — | — |
| 2023 | $45,078 | $29,778 | — | — | — |
| 2022 | $45,855 | — | — | — | $45,855 |