Plan Snapshot
- Plan Sponsor: Entrust Services Dba Roto-Rooter
- Sponsor EIN: 542166713
- Sponsor Address: 4248 PIEDMONT PKWY, GREENSBORO, NC, 274108111
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $2.4M
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. |
|---|---|---|---|---|
| 2023 | 126 | $2.4M | $346,656 | $573,075 |
| 2022 | 132 | $1.5M | $268,603 | $424,300 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $62,652 | — | $62,652 |
| EDWARD JONES | INVESTMENT ADVISORY | — | $17,656 | $17,656 |
| SMITH LEONARD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH LEONARD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,308
- Estimated Expense Ratio: 3.366% 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 |
|---|---|---|---|---|---|
| 2023 | $31,327 | — | $31,327 | — | — |
| 2022 | — | — | — | — | — |