# Rodda Paint Co. 401(k) Plan
Source: https://planprovider.pro/companies/rodda-paint-co-401k-plan

> Rodda Paint Co.'s 401(k) plan: 408 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rodda Paint Co.

- **Sponsor EIN:** 911599296

- **Sponsor Address:** 6107 NORTH MARINE DRIVE, PORTLAND, OR, 97203

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

- **Total Participants:** 408

- **Total Assets:** $35.2M

## 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|408|$35.2M|$351,076|$1.5M|

| 2023|396|$31.8M|$571,906|$1.5M|

| 2022|416|$27.7M|$593,200|$1.5M|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$11,065|$117,014|$128,079|

| ONEDIGITAL INVESTMENT ADVISRS|NONE|—|$56,579|$56,579|

| ALERA GROUP INC|NONE|—|$29,677|$29,677|

| PERKINS & CO|NONE|$23,100|—|$23,100|

| PERKINS & COMPANY, P.C.|Auditor|$23,100|—|$23,100|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISRS](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [ALERA GROUP INC](https://planprovider.pro/provider/alera-investment-advisors-llc) — NONE

- [PERKINS & COMPANY, P.C.](https://planprovider.pro/provider/perkins-and-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $260,535

- **Estimated Expense Ratio:** 0.740% 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|$31,015|—|$7,915|$23,100|—|

| 2023|$19,830|—|$19,830|—|—|

| 2022|$26,708|—|$13,708|—|$13,000|

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