# Entrust Services Dba Roto-Rooter 401(k) Plan
Source: https://planprovider.pro/companies/entrust-services-dba-roto-rooter-401k-plan

> Entrust Services Dba Roto-Rooter's 401(k) plan: 126 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/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|—|—|—|—|—|

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