Plan Snapshot
- Plan Sponsor: Roller Bearing Co Of America, INC.
- Sponsor EIN: 133426227
- Sponsor Address: 102 WILLENBROCK ROAD, OXFORD, CT, 06478
- Plan Type: 401(k)
- Total Participants: 3,247
- Total Assets: $280.4M
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 | 3,247 | $280.4M | $17.9M | $20.7M |
| 2023 | 3,175 | $234.5M | $16.8M | $19.0M |
| 2022 | 3,083 | $177.9M | $13.4M | $17.6M |
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 |
|---|---|---|---|---|
| FIONDELLA, MILONE & LASARACINA 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 | $473,143 | — | — | — | — |
| 2023 | $366,315 | — | — | — | — |
| 2022 | $292,954 | — | — | — | — |