Plan Snapshot
- Plan Sponsor: Roi Revolution, INC
- Sponsor EIN: 261645011
- Sponsor Address: 4401 ATLANTIC AVENUE, RALEIGH, NC, 27604
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $11.1M
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 | 92 | $11.1M | $247,210 | $1.0M |
| 2023 | 109 | $10.2M | $309,471 | $1.0M |
| 2022 | 113 | $7.7M | $303,528 | $987,582 |
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 |
|---|---|---|---|---|
| THOMAS JUDY & TUCKER | 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 | $46,355 | $35,321 | — | — | — |
| 2023 | $40,014 | $38,679 | — | — | — |
| 2022 | $37,486 | — | — | — | — |