# Roechling Industrial Cleveland 401(k) Plan
Source: https://planprovider.pro/companies/roechling-industrial-cleveland-401k-plan

> Roechling Industrial Cleveland's 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roechling Industrial Cleveland

- **Sponsor EIN:** 261715912

- **Sponsor Address:** 4321 GLENRIDGE ROAD, CLEVELAND, OH, 44121

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

- **Total Participants:** 179

- **Total Assets:** $17.3M

## 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|179|$17.3M|$326,620|$925,178|

| 2023|169|$14.8M|$295,064|$811,803|

| 2022|147|$12.8M|$282,567|$712,436|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$61,268|—|$61,268|

| EDWARD JONES|INVESTMENT ADVISORY|—|$30,538|$30,538|

| ASCENSUS|CONTRACT ADMINISTRATOR|$5,268|$7,029|$12,297|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — CONTRACT ADMINISTRATOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $104,103

- **Estimated Expense Ratio:** 0.600% 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|$65,944|—|$65,944|—|—|

| 2023|$52,482|—|$52,482|—|—|

| 2022|$54,123|—|$54,123|—|—|

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