Roethe Pope Roethe LLP DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Roethe Pope Roethe LLP
  • Sponsor EIN: 390966978
  • Sponsor Address: 24 N. HENRY ST, EDGERTON, WI, 53534
  • Plan Type: DC
  • Total Participants: 6
  • Total Assets: $7.7M

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.
20246$7.7M$23,966$50,400
20235$6.4M$21,807$54,400
20226$5.1M$16,692$43,400

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