# Roco Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/roco-management-401k-plan

> Roco Management, LLC's 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roco Management, LLC

- **Sponsor EIN:** 475571246

- **Sponsor Address:** 33 BLOOMFIELD HILLS PARKWAY #135, BLOOMFIELD, MI, 48304

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

- **Total Participants:** 125

- **Total Assets:** $2.7M

## 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|125|$2.7M|$143,516|$349,409|

| 2023|124|$2.4M|$126,264|$290,292|

| 2022|125|$2.2M|$18,006|$294,145|

## 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|

| GORDON ADVISORS, P.C.|ACCOUNTANT/AUDITOR|$13,500|—|$13,500|

### Verified Provider Profiles

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

- [GORDON ADVISORS, P.C.](https://planprovider.pro/provider/gordon-advisors-pc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,500

- **Estimated Expense Ratio:** 0.496% 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|$43,017|—|—|$13,500|—|

| 2023|$86,929|—|$86,929|—|—|

| 2022|$60,211|$60,211|—|—|—|

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