# Roeslein & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/roeslein-associates-inc-401k-plan

> Roeslein & Associates, INC.'s 401(k) plan: 774 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roeslein & Associates, INC.

- **Sponsor EIN:** 431539282

- **Sponsor Address:** 9200 WATSON RD. STE. 200, ST. LOUIS, MO, 63126

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

- **Total Participants:** 774

- **Total Assets:** $158.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|774|$158.0M|$2.1M|$5.7M|

| 2023|802|$152.7M|$3.9M|$5.2M|

| 2022|803|$119.2M|$3.9M|$5.2M|

## 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|

| MONETA GROUP LLC|NONE|$112,529|—|$112,529|

| EPIC RETIREMENT PLAN SERVICES|NONE|$63,048|—|$63,048|

| PRINCIPAL FINANCIAL GROUP|NONE|$62,812|—|$62,812|

| CHARLES SCHWAB TRUST BANK|NONE|$18|$26,357|$26,375|

| RUBIN BROWN LLP|NONE|$18,500|—|$18,500|

### Verified Provider Profiles

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

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [PRINCIPAL FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [RUBIN BROWN LLP](https://planprovider.pro/provider/rubinbrown-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $283,264

- **Estimated Expense Ratio:** 0.179% 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|$256,889|$112,529|—|$18,500|—|

| 2023|$264,854|$94,903|—|$17,500|—|

| 2022|$264,300|$87,763|—|—|$36,300|

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