Plan Snapshot
- Plan Sponsor: H.E. Rohrer, LLC
- Sponsor EIN: 231875250
- Sponsor Address: PO BOX 100, DUNCANNON, PA, 17020
- Plan Type: 401(k)
- Total Participants: 954
- Total Assets: $5.3M
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 | 954 | $5.3M | $51,595 | $337,989 |
| 2023 | 806 | $4.9M | $47,007 | $267,618 |
| 2022 | 800 | $4.1M | $45,087 | $262,745 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $23,350 | $3,261 | $26,611 |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | NONE | $16,958 | — | $16,958 |
| BROWN, SCHULTZ, FRITZ & SHERIDAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- BROWN, SCHULTZ, FRITZ & SHERIDAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,569
- Estimated Expense Ratio: 0.824% 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 | $40,308 | $16,958 | $23,350 | — | — |
| 2023 | $35,525 | $15,463 | $20,062 | — | — |
| 2022 | $61,615 | — | $61,615 | — | — |