Plan Snapshot
- Plan Sponsor: Roicom Usa, LLC
- Sponsor EIN: 474576841
- Sponsor Address: 1414 ABILITY DR., EL PASO, TX, 79936
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $332,556
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 105 | $332,556 | $14,926 | $23,347 |
| 2023 | 68 | $295,112 | $11,198 | $19,828 |
| 2022 | 52 | $281,408 | $13,323 | $15,575 |
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 |
|---|---|---|---|---|
| LAUTERBACH, BORSHOW & COMPANY | 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 | $5,465 | — | $5,465 | — | — |
| 2023 | $2,250 | — | $2,250 | — | — |
| 2022 | $26,316 | — | $2,250 | — | $24,066 |