Plan Snapshot
- Plan Sponsor: Ro-Mac Lumber & Supply, INC.
- Sponsor EIN: 590564454
- Sponsor Address: 700 EAST MAIN STREET, LEESBURG, FL, 34748
- Plan Type: 401(k)
- Total Participants: 327
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 327 | $11.8M | $406,296 | $1.1M |
| 2023 | 307 | $9.5M | $372,836 | $1.0M |
| 2022 | 273 | $7.5M | $316,328 | $960,121 |
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 |
|---|---|---|---|---|
| BERMAN HOPKINS WRIGHT & LAHAM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERMAN HOPKINS WRIGHT & LAHAM LLP — Auditor
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 | $58,862 | $27,911 | — | — | — |
| 2023 | $40,204 | $21,501 | — | — | — |
| 2022 | $31,550 | $18,238 | — | — | — |