Plan Snapshot
- Plan Sponsor: Roi Healthcare Solutions
- Sponsor EIN: 582519597
- Sponsor Address: 5555 GLENRIDGE CONNECTOR SUITE 200, ATLANTA, GA, 30342
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $5.0M
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 | 95 | $5.0M | $210,837 | $774,878 |
| 2023 | 123 | $4.1M | $129,844 | $915,552 |
| 2022 | 155 | $3.0M | $174,778 | $772,477 |
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 |
|---|---|---|---|---|
| GOFF BACKA ALFERA & COMPANY, LLC | 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 | $15,766 | $6,473 | — | — | — |
| 2023 | $12,433 | — | — | — | — |
| 2022 | $7,920 | $7,920 | — | — | — |