# Rodey Dickason Sloan Akin & Robb PA 401(k) Plan
Source: https://planprovider.pro/companies/rodey-dickason-sloan-akin-robb-pa-401k-plan

> Rodey Dickason Sloan Akin & Robb PA's 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rodey Dickason Sloan Akin & Robb PA

- **Sponsor EIN:** 850216511

- **Sponsor Address:** PO BOX 1888, ALBUQUERQUE, NM, 87103

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

- **Total Participants:** 114

- **Total Assets:** $103.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|114|$103.6M|$1.2M|$1.3M|

| 2023|117|$107.3M|$1.4M|$1.3M|

| 2022|114|$107.5M|$1.4M|$1.4M|

## 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|

| BAKER TILLY US LLP|Auditor|$50,777|—|$50,777|

### Verified Provider Profiles

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

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $50,777

- **Estimated Expense Ratio:** 0.049% 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|$267,010|$119,371|$51,985|$50,777|—|

| 2023|$259,299|$128,378|$33,399|$62,801|—|

| 2022|$305,351|$193,238|—|—|$57,825|

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