# Residential Opportunities, Incorporated DC Plan
Source: https://planprovider.pro/companies/residential-opportunities-incorporated-plan

> Residential Opportunities, Incorporated's DC plan: 405 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Residential Opportunities, Incorporated

- **Sponsor EIN:** 382185735

- **Sponsor Address:** 1100 SOUTH ROSE STREET, KALAMAZOO, MI, 490012664

- **Plan Type:** DC

- **Total Participants:** 405

- **Total Assets:** $6.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|405|$6.5M|$214,553|$490,299|

| 2023|381|$5.6M|$195,202|$457,730|

| 2022|363|$4.1M|$188,243|$418,594|

## 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|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$13,346|—|$13,346|

| CLARK SCHAEFER HACKETT & CO.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,346

- **Estimated Expense Ratio:** 0.205% 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|$13,345|$13,345|—|—|—|

| 2023|$10,982|$10,822|—|—|—|

| 2022|$10,959|—|$10,959|—|—|

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