Plan Snapshot
- Plan Sponsor: Roa Management Holding, LLC
- Sponsor EIN: 841905956
- Sponsor Address: 1775 N 900 W, SALT LAKE CITY, UT, 84116
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $13.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 157 | $13.9M | $223,679 | $869,326 |
| 2023 | 153 | $11.5M | $232,593 | $846,704 |
| 2022 | 153 | $9.0M | $233,425 | $789,186 |
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 |
|---|---|---|---|---|
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — 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 | $21,844 | $3,436 | — | — | — |
| 2023 | $16,210 | $2,182 | — | — | — |
| 2022 | $13,152 | $754 | — | — | — |