Plan Snapshot
- Plan Sponsor: Ro-Sal Plumbing & Heating, INC.
- Sponsor EIN: 133414168
- Sponsor Address: 90-02 91ST AVENUE, WOODHAVEN, NY, 11421
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $11.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 79 | $11.1M | $690,730 | $340,901 |
| 2023 | 71 | $9.5M | $590,194 | $294,510 |
| 2022 | 68 | $7.6M | $536,418 | $285,055 |
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 |
|---|---|---|---|---|
| HOBERMAN & LESSER CPAS, LLP | 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 | $39,955 | $39,955 | — | — | — |
| 2023 | $35,253 | $35,253 | — | — | — |
| 2022 | $34,398 | $34,398 | — | — | — |