# Rochelle Leigh Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/rochelle-leigh-group-llc-401k-plan

> Rochelle Leigh Group LLC's 401(k) plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rochelle Leigh Group LLC

- **Sponsor EIN:** 202428669

- **Sponsor Address:** 1751 N MARGARET ST, APPLETON, WI, 549137910

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

- **Total Participants:** 158

- **Total Assets:** $2.1M

## 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|158|$2.1M|$168,621|$291,337|

| 2023|151|$1.6M|$141,196|$256,309|

| 2022|140|$1.2M|$120,146|$218,168|

## 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|

| HAWKINS ASH CPAS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HAWKINS ASH CPAS LLP](https://planprovider.pro/provider/hawkins-ash-cpas-llp) — 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|$23,091|$7,721|$14,510|—|—|

| 2023|$21,163|$7,392|$13,771|—|—|

| 2022|$21,247|$5,618|$10,760|—|$4,869|

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