Plan Snapshot
- Plan Sponsor: Rohrer Corporation
- Sponsor EIN: 341134300
- Sponsor Address: 717 SEVILLE RD, WADSWORTH, OH, 442811077
- Plan Type: 401(k)
- Total Participants: 705
- Total Assets: $75.4M
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 | 705 | $75.4M | $339,486 | $3.1M |
| 2023 | 882 | $81.4M | $342,512 | $3.0M |
| 2022 | 1,044 | $78.4M | $828,331 | $3.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $255,502 | — | $255,502 |
| LPL FINANCIAL LLC | OTHER SERVICES | — | $72,668 | $72,668 |
| WELLTH ADVISORY SERVICES, LLC | CONSULTANT | — | $35,607 | $35,607 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISORY | — | $23,362 | $23,362 |
| CBIZ INVESTMENT ADVISORY SERVICES, | INVESTMENT ADVISORY | — | $7,772 | $7,772 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — OTHER SERVICES
- GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISORY
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $394,911
- Estimated Expense Ratio: 0.524% 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 | $255,502 | — | $255,502 | — | — |
| 2023 | $227,720 | — | $227,720 | — | — |
| 2022 | $246,024 | — | $246,024 | — | — |