# Romarco Minerals U.S. INC. 401(k) Plan
Source: https://planprovider.pro/companies/romarco-minerals-u-s-inc-401k-plan

> Romarco Minerals U.S. INC.'s 401(k) plan: 711 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Romarco Minerals U.S. INC.

- **Sponsor EIN:** 050580688

- **Sponsor Address:** 6911 SNOWY OWL RD, KERSHAW, SC, 29067

- **Plan Type:** 401(k)

- **Total Participants:** 711

- **Total Assets:** $30.9M

## 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|711|$30.9M|$2.4M|$4.4M|

| 2023|617|$25.1M|$2.1M|$3.8M|

| 2022|599|$18.9M|$1.9M|$3.4M|

## 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|

| BROAD STREET CAPITAL PARTNERS LLC|INVESTMENT ADVISOR|$54,455|—|$54,455|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$15,596|—|$15,596|

| WEALTH ENHANCEMENT ADVISORY SERVICE|INVESTMENT ADVISOR|$11,933|—|$11,933|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$9,910|—|$9,910|

| BAUKNIGHT, PIETRAS & STORMER, P|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAUKNIGHT, PIETRAS & STORMER, P](https://planprovider.pro/provider/bauknight-pietras-and-stormer-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $91,894

- **Estimated Expense Ratio:** 0.297% 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|$91,894|$76,298|—|—|—|

| 2023|$61,489|$5,673|—|—|—|

| 2022|$101,216|$53,830|$47,386|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/romarco-minerals-u-s-inc-401k-plan)

© 2026 PlanProvider.Pro