Plan Snapshot
- Plan Sponsor: Rho, INC.
- Sponsor EIN: 561442655
- Sponsor Address: 2635 E NC HWY 54, DURHAM, NC, 27713
- Plan Type: 401(k)
- Total Participants: 506
- Total Assets: $75.3M
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 | 506 | $75.3M | $1.9M | $5.5M |
| 2023 | 391 | $65.4M | $2.0M | $5.1M |
| 2022 | 422 | $55.0M | $1.6M | $4.8M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $74,555 | — | $74,555 |
| BENEFIT FIDUCIARY GROUP LLC | INVESTMENT/FINANCIAL ADVI | $62,359 | — | $62,359 |
| CREATIVE PLANNING HOLDCO, LLC | INVESTMENT/FINANCIAL ADVI | $5,589 | — | $5,589 |
| BALANCE & STRATEGY ADVISORS, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- CREATIVE PLANNING HOLDCO, LLC — INVESTMENT/FINANCIAL ADVI
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,503
- Estimated Expense Ratio: 0.189% 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 | $142,505 | $71,778 | — | — | — |
| 2023 | $141,583 | $72,157 | — | — | — |
| 2022 | $133,741 | — | — | — | — |