# Jerome H. Rhoads, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jerome-h-rhoads-inc-401k-plan

> Jerome H. Rhoads, INC.'s 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jerome H. Rhoads, INC.

- **Sponsor EIN:** 231521282

- **Sponsor Address:** 205 HAZEL ST., LANCASTER, PA, 17603

- **Plan Type:** 401(k)

- **Total Participants:** 168

- **Total Assets:** $7.5M

## 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.|

| 2024|168|$7.5M|$103,658|$558,812|

| 2023|163|$7.0M|$107,815|$577,733|

| 2022|164|$5.9M|$110,613|$580,341|

## 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|

| MASSACHUSETTS MUTUAL LIFE INS COMP|INVESTMENT ADVISOR|$18,071|—|$18,071|

| BLUE RIDGE ESOP ASSOCIATES|CONTRACT ADMIN|$7,466|—|$7,466|

| SIMON LEVER, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SIMON LEVER, LLC](https://planprovider.pro/provider/simon-lever-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,537

- **Estimated Expense Ratio:** 0.341% 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|$9,581|—|$7,466|—|—|

| 2023|$9,196|—|$9,196|—|—|

| 2022|—|—|—|—|—|

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