Plan Snapshot
- Plan Sponsor: Rohrich Automotive Group
- Sponsor EIN: 250921544
- Sponsor Address: 2116 W. LIBERTY AVENUE, PITTSBURGH, PA, 152261502
- Plan Type: 401(k)
- Total Participants: 409
- Total Assets: $17.3M
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 | 409 | $17.3M | $212,829 | $1.4M |
| 2023 | 318 | $16.4M | $172,608 | $1.3M |
| 2022 | 412 | $14.1M | $159,547 | $1.1M |
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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV. | INVESTMENT ADVISOR | $66,988 | — | $66,988 |
| SCHNEIDER DOWNS RET. SOLUTIONS | RECORDKEEPER | $15,862 | — | $15,862 |
| CHARLES SCHWAB TRUST COMPANY | PLAN CUSTODIAN | $6,799 | — | $6,799 |
| HERBEIN & COMPANY, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST COMPANY — PLAN CUSTODIAN
- HERBEIN & COMPANY, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,649
- Estimated Expense Ratio: 0.518% 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 | $89,649 | — | — | — | — |
| 2023 | $82,709 | $58,609 | — | — | — |
| 2022 | $79,082 | $56,819 | — | — | $22,263 |