Plan Snapshot
- Plan Sponsor: Roland Berger LP
- Sponsor EIN: 383440867
- Sponsor Address: 1217 WOODWARD AVENUE, DETROIT, MI, 48226
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $39.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 220 | $39.1M | $2.9M | $3.2M |
| 2023 | 204 | $29.8M | $2.7M | $3.0M |
| 2022 | 207 | $21.8M | $2.3M | $2.2M |
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 |
|---|---|---|---|---|
| ROEDL LANGFORD DE KOCK LLP | 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 | $72,670 | — | — | — | — |
| 2023 | $53,188 | $22,661 | — | — | — |
| 2022 | $47,489 | $47,489 | — | — | — |