Plan Snapshot
- Plan Sponsor: Roehl Transport, INC.
- Sponsor EIN: 391145328
- Sponsor Address: 1916 EAST 29TH STREET, MARSHFIELD, WI, 54449
- Plan Type: DC
- Total Participants: 2,383
- Total Assets: $138.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,383 | $138.7M | $2.7M | $8.7M |
| 2023 | 2,450 | $126.4M | $4.5M | $8.4M |
| 2022 | 2,417 | $105.8M | $6.9M | $8.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $192,159 | — | $192,159 |
| CAPITAL STRATEGIES INVESTMENT GROUP | INVESTMENT ADVISOR | $27,459 | — | $27,459 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $12,937 | — | $12,937 |
| HAWKINS ASH CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- HAWKINS ASH CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $232,555
- Estimated Expense Ratio: 0.168% 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 | $233,155 | $40,396 | — | — | — |
| 2023 | $235,058 | $50,000 | — | — | — |
| 2022 | $220,980 | $50,000 | $170,980 | — | — |