# Rho, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rho-inc-401k-plan

> Rho, INC.'s 401(k) plan: 506 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [CREATIVE PLANNING HOLDCO, LLC](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|—|

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