Plan Snapshot
- Plan Sponsor: Roman Manufacturing, INC.
- Sponsor EIN: 382309443
- Sponsor Address: 861 47TH ST SW, GRAND RAPIDS, MI, 495095103
- Plan Type: DC
- Total Participants: 214
- Total Assets: $20.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 214 | $20.6M | $0 | $1.0M |
| 2023 | 250 | $19.5M | $836,175 | $1.0M |
| 2022 | 151 | $18.5M | $379,700 | $713,068 |
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 |
|---|---|---|---|---|
| BAKER HOLTZ | 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 | $73,558 | — | $73,558 | — | — |
| 2023 | $64,208 | — | $64,208 | — | — |
| 2022 | $69,056 | — | $69,056 | — | — |