Plan Snapshot
- Plan Sponsor: Romac Industries, INC.
- Sponsor EIN: 910845053
- Sponsor Address: 21919 20TH AVE SE SUITE 100, BOTHELL, WA, 98021
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 844
- Total Assets: $43.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 844 | $43.5M | $0 | $0 |
| 2024 | 684 | $36.8M | $582,263 | $2.5M |
| 2023 | 557 | $35.7M | $738,224 | $2.3M |
| 2022 | 626 | $31.6M | $744,613 | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $38,354 | — | $38,354 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,354
- Estimated Expense Ratio: 0.088% 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 |
|---|---|---|---|---|---|
| 2025 | $3,613,717 | — | — | — | — |
| 2024 | $39,254 | — | $9,085 | — | — |
| 2023 | $45,591 | — | $45,191 | — | — |
| 2022 | $60,209 | — | $59,809 | — | — |