# Roi Revolution, INC 401(k) Plan
Source: https://planprovider.pro/companies/roi-revolution-inc-401k-plan

> Roi Revolution, INC's 401(k) plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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