Roels Enterprises, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Roels Enterprises, INC.
  • Sponsor EIN: 814106986
  • Sponsor Address: 8200 RIVER ROAD, WILMINGTON, NC, 28412
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 5
  • Total Assets: $2.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20255$2.5M$0$0
20244$1.3M$4,648$21,756
20234$1.2M$11,315$42,548
20224$1.1M$11,654$42,731

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