Plan Snapshot
- Plan Sponsor: Rohlig Usa, LLC
- Sponsor EIN: 050571582
- Sponsor Address: 1743 S LINNEMAN RD, MOUNT PROSPECT, IL, 60056
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $12.3M
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 | 257 | $12.3M | $627,933 | $1.4M |
| 2023 | 273 | $10.1M | $592,349 | $1.2M |
| 2022 | 267 | $7.6M | $487,864 | $994,234 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
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 | $51,673 | $25,844 | $25,829 | — | — |
| 2023 | $43,337 | $14,549 | $28,788 | — | — |
| 2022 | $41,025 | — | $41,025 | — | — |