# H.E. Rohrer, LLC 401(k) Plan
Source: https://planprovider.pro/companies/h-e-rohrer-inc-401k-plan

> H.E. Rohrer, LLC's 401(k) plan: 954 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BROWN, SCHULTZ, FRITZ & SHERIDAN](https://planprovider.pro/provider/brown-plus) — 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|—|—|

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