# Rochester Motor Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rochester-motor-company-inc-401k-plan

> Rochester Motor Company, INC.'s 401(k) plan: 516 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rochester Motor Company, INC.

- **Sponsor EIN:** 911992856

- **Sponsor Address:** 4900 HIGHWAY 52 NORTH, ROCHESTER, MN, 55901

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

- **Total Participants:** 516

- **Total Assets:** $14.8M

## 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|516|$14.8M|$262,610|$1.5M|

| 2023|515|$12.6M|$253,755|$1.3M|

| 2022|445|$10.0M|$278,406|$1.1M|

## 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|

| FIDELITY INVESTMENTS|RECORDKEEPER|$42,681|—|$42,681|

| NORTHWESTERN MUTUAL WEALTH MGMT|ADVISOR|$32,600|—|$32,600|

| ASCENSUS HOLDINGS, INC.|PLAN ADMIN|$23,508|—|$23,508|

| BRADY MARTZ & ASSOCIATES, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [NORTHWESTERN MUTUAL WEALTH MGMT](https://planprovider.pro/provider/northwestern-mutual) — ADVISOR

- [ASCENSUS HOLDINGS, INC.](https://planprovider.pro/provider/ascensus-llc) — PLAN ADMIN

- [BRADY MARTZ & ASSOCIATES, P.C.](https://planprovider.pro/provider/brady-martz-and-associates-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $98,789

- **Estimated Expense Ratio:** 0.667% 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|$101,503|—|$101,503|—|—|

| 2023|$77,469|—|$77,469|—|—|

| 2022|$81,447|$715|$34,921|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rochester-motor-company-inc-401k-plan)

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