Plan Snapshot
- Plan Sponsor: Roehm America LLC
- Sponsor EIN: 320252469
- Sponsor Address: 8 CAMPUS DRIVE, SUITE 450, PARSIPPANY, NJ, 07054
- Plan Type: 401(k)
- Total Participants: 620
- Total Assets: $131.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 620 | $131.6M | $6.1M | $5.4M |
| 2023 | 429 | $111.9M | $4.8M | $4.6M |
| 2022 | 445 | $98.2M | $5.3M | $4.5M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN,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 | $179,089 | — | — | — | — |
| 2023 | $125,647 | — | $61,613 | $7,875 | — |
| 2022 | $178,393 | $28,718 | $65,028 | — | $70,753 |