Plan Snapshot
- Plan Sponsor: Roevolution 226, LLC
- Sponsor EIN: 471716542
- Sponsor Address: 2275 HALF DAY ROAD, BANNOCKBURN, IL, 60015
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 144 | $13.0M | $306,165 | $1.3M |
| 2023 | 161 | $12.1M | $276,551 | $1.2M |
| 2022 | 164 | $10.0M | $188,946 | $1.0M |
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 |
|---|---|---|---|---|
| MOWERY & SCHOENFELD LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOWERY & SCHOENFELD LLC — 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 | $6,135 | — | — | — | — |
| 2023 | $4,026 | $1,234 | — | — | — |
| 2022 | $3,909 | — | — | — | — |