Plan Snapshot
- Plan Sponsor: Rodl Management, INC.
- Sponsor EIN: 581307629
- Sponsor Address: 303 PEACHTREE CENTER AVENUE, ATLANTA, GA, 30303
- Plan Type: 401(k)
- Total Participants: 330
- Total Assets: $69.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 330 | $69.0M | $1.4M | $3.1M |
| 2023 | 315 | $59.0M | $1.2M | $2.8M |
| 2022 | 259 | $47.1M | $1.0M | $2.5M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $80,817 | $30,211 | $50,606 | — | — |
| 2023 | $70,166 | $29,352 | $40,814 | — | — |
| 2022 | $61,108 | $27,618 | $33,490 | — | — |