# Roehl Transport, INC. DC Plan
Source: https://planprovider.pro/companies/roehl-transport-inc-plan-001

> Roehl Transport, INC.'s DC plan: 2,383 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [HAWKINS ASH CPAS, LLP](https://planprovider.pro/provider/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|—|—|

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