Plan Snapshot
- Plan Sponsor: Roland Foods, LLC
- Sponsor EIN: 135371294
- Sponsor Address: 115 WEST 18TH STREET 5TH FLOOR, NEW YORK, NY, 10011
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $16.8M
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 | 161 | $16.8M | $541,869 | $1.2M |
| 2023 | 156 | $15.0M | $361,867 | $1.1M |
| 2022 | 150 | $13.0M | $334,889 | $987,736 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $25,200 | — | $25,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,200
- Estimated Expense Ratio: 0.150% of plan assets
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 | $100,416 | $59,762 | — | $25,200 | — |
| 2023 | $45,221 | — | — | $36,750 | — |
| 2022 | $10,773 | — | $10,773 | — | — |