Plan Snapshot
- Plan Sponsor: Rohan & Harper, P.C.
- Sponsor EIN: 161170103
- Sponsor Address: 2060 NIAGARA FALLS BOULEVARD, TONAWANDA, NY, 14150
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 113 | $5.8M | $322,756 | $638,848 |
| 2023 | 51 | $4.3M | $226,207 | $501,073 |
| 2022 | 109 | $6.7M | $53,347 | $122,239 |
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 |
|---|---|---|---|---|
| JEFFREY L. OFFHAUS, CPA, LLC | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JEFFREY L. OFFHAUS, CPA, LLC — Independent 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 | — | — | — | — | — |
| 2023 | $9,819 | $8,618 | $1,201 | — | — |
| 2022 | $3,009 | $1,546 | $1,463 | — | — |