# Robert Dietrick Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/robert-dietrick-co-inc-401k-plan

> Robert Dietrick Co., INC.'s 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Robert Dietrick Co., INC.

- **Sponsor EIN:** 351385992

- **Sponsor Address:** 9051 TECHNOLOGY DR, FISHERS, IN, 460384544

- **Plan Type:** 401(k)

- **Total Participants:** 137

- **Total Assets:** $6.5M

## 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|137|$6.5M|$271,369|$740,605|

| 2023|125|$5.1M|$218,824|$558,584|

| 2022|112|$3.8M|$176,423|$448,963|

## 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|

| T. ROWE PRICE RPS, INC.|NONE|$27,974|—|$27,974|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $27,974

- **Estimated Expense Ratio:** 0.429% 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|$27,974|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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