# Roger Bettis Trucking, INC. 401(k) Plan
Source: https://planprovider.pro/companies/roger-bettis-trucking-inc-401k-plan

> Roger Bettis Trucking, INC.'s 401(k) plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roger Bettis Trucking, INC.

- **Sponsor EIN:** 341723452

- **Sponsor Address:** 7089 ALLIANCE ROAD, MALVERN, OH, 446449428

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

- **Total Participants:** 106

- **Total Assets:** $7.9M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|106|$7.9M|$245,404|$480,466|

| 2023|111|$7.2M|$273,514|$532,956|

| 2022|108|$5.7M|$267,030|$520,983|

## 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|

| BOBER MARKEY FEDOROVICH & COMPANY|OTHER|$13,500|—|$13,500|

| TRINITY PENSION CONSULTANTS, INC.|CONTRACT ADMIN|$9,365|—|$9,365|

| BOBER MARKEY FEDOROVICH|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BOBER MARKEY FEDOROVICH & COMPANY](https://planprovider.pro/provider/bober-markey-fedorovich-and-company) — OTHER

- [BOBER MARKEY FEDOROVICH](https://planprovider.pro/provider/bober-markey-fedorovich-and-company) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,865

- **Estimated Expense Ratio:** 0.289% 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|$1,075|—|$1,075|—|—|

| 2023|$1,025|—|$1,025|—|—|

| 2022|$1,125|—|$1,125|—|—|

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