Plan Snapshot
- Plan Sponsor: Roche Bobois Usa Ltd
- Sponsor EIN: 132788222
- Sponsor Address: 40 ENTERPRISE AVE N, SECAUCUS, NJ, 070942500
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 227 | $1.6M | $0 | $330,997 |
| 2023 | 207 | $1.3M | $1 | $266,479 |
| 2022 | 161 | $927,210 | $0 | $267,515 |
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 |
|---|---|---|---|---|
| POOLER CPA GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- POOLER CPA GROUP 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 | $11,102 | $3,715 | $6,527 | — | — |
| 2023 | $8,174 | $2,602 | $4,712 | — | — |
| 2022 | $6,126 | $2,111 | $4,015 | — | — |