Plan Snapshot
- Plan Sponsor: Rohde & Schwarz Usa, INC.
- Sponsor EIN: 112485528
- Sponsor Address: 6821 BENJAMIN FRANKLIN DRIVE, COLUMBIA, MD, 21046
- Plan Type: 401(k)
- Total Participants: 737
- Total Assets: $210.7M
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 | 737 | $210.7M | $6.0M | $11.5M |
| 2023 | 745 | $183.7M | $5.3M | $10.2M |
| 2022 | 667 | $146.6M | $4.8M | $8.9M |
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 |
|---|---|---|---|---|
| WITHUMSMITH + BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH + BROWN — 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 | $25,099 | $2,235 | $22,864 | — | — |
| 2023 | $21,300 | — | $21,300 | — | — |
| 2022 | $21,897 | — | $21,897 | — | — |