Plan Snapshot
- Plan Sponsor: Rocco Altobelli, INC.
- Sponsor EIN: 411226659
- Sponsor Address: 14301 BURNSVILLE PARKWAY W., BURNSVILLE, MN, 55306
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $8.4M
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 | 41 | $8.4M | $0 | $268,076 |
| 2023 | 88 | $11.1M | $0 | $401,390 |
| 2022 | 118 | $10.0M | $0 | $417,735 |
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 |
|---|---|---|---|---|
| FROEHLING ANDERSON | 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 | $68,475 | $27,685 | $16,892 | — | — |
| 2023 | $91,945 | $25,932 | $65,988 | — | — |
| 2022 | $97,534 | $28,466 | $69,062 | — | — |