# Peter Thomas Roth Labs LLC 401(k) Plan
Source: https://planprovider.pro/companies/peter-thomas-roth-labs-llc-401k-plan

> Peter Thomas Roth Labs LLC's 401(k) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Peter Thomas Roth Labs LLC

- **Sponsor EIN:** 134067164

- **Sponsor Address:** 400 PARK AVE FL 14, NEW YORK, NY, 100224406

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

- **Total Participants:** 132

- **Total Assets:** $6.6M

## 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|132|$6.6M|$353,389|$693,891|

| 2023|112|$5.5M|$310,218|$629,329|

| 2022|103|$3.6M|$285,183|$565,620|

## 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|

| GROSSMAN ST. AMOUR CPA PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$48,741|$28,349|$19,432|—|—|

| 2023|$33,410|$19,452|$12,998|—|—|

| 2022|$45,949|$15,446|$10,803|—|$19,700|

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