# Romain Buick, INC. DC Plan
Source: https://planprovider.pro/companies/romain-buick-inc-plan

> Romain Buick, INC.'s DC plan: 197 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Romain Buick, INC.

- **Sponsor EIN:** 351687995

- **Sponsor Address:** 3700 MORGAN AVE., EVANSVILLE, IN, 47715

- **Plan Type:** DC

- **Total Participants:** 197

- **Total Assets:** $14.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|197|$14.8M|$281,963|$1.2M|

| 2023|201|$12.6M|$265,314|$1.1M|

| 2022|185|$10.0M|$250,228|$1.0M|

## 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 CO OF AM|RECORDKEEPER|$34,960|—|$34,960|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$27,103|—|$27,103|

| WARREN AVERETT BENEFIT CONSULTANTS|CONTRACT ADMIN|$23,533|—|$23,533|

| EMPOWER ADVISORY GROUP LLC|INVESTMENT MGMT|$11,683|—|$11,683|

| WEINZAPFEL & CO., LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEINZAPFEL & CO., LLC](https://planprovider.pro/provider/weinzapfel-and-co-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $97,279

- **Estimated Expense Ratio:** 0.656% 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|$105,445|$105,445|—|—|—|

| 2023|$53,690|$53,690|—|—|—|

| 2022|$69,304|$69,304|—|—|—|

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