Plan Snapshot
- Plan Sponsor: Roechling Automotive Usa LLP
- Sponsor EIN: 571074661
- Sponsor Address: 245 PARKWAY EAST, DUNCAN, SC, 29334
- Plan Type: 401(k)
- Total Participants: 444
- Total Assets: $20.5M
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 | 444 | $20.5M | $662,029 | $1.7M |
| 2023 | 500 | $18.2M | $627,501 | $1.6M |
| 2022 | 443 | $14.9M | $522,760 | $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 |
|---|---|---|---|---|
| ASCENSUS HOLDINGS DBA FUTUREPLAN | Other Service Provider | $16,311 | $10,000 | $26,311 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $21,937 | — | $21,937 |
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $21,833 | — | $21,833 |
| BKD, LLP | Investment Advisor | $21,800 | — | $21,800 |
| WELLTH ADVISORY SERVICES LLC | Investment Advisor | $16,878 | — | $16,878 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,759
- Estimated Expense Ratio: 0.531% 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 | $60,385 | — | $60,385 | — | — |
| 2023 | $47,674 | — | $47,674 | — | — |
| 2022 | $33,214 | — | $33,214 | — | — |