# Rood, Riddle & Partners, P.S.C. 401(k) Plan
Source: https://planprovider.pro/companies/rood-riddle-partners-p-s-c-plan

> Rood, Riddle & Partners, P.S.C.'s 401(k) plan: 331 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rood, Riddle & Partners, P.S.C.

- **Sponsor EIN:** 610993798

- **Sponsor Address:** P.O. BOX 12070, LEXINGTON, KY, 40580

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

- **Total Participants:** 331

- **Total Assets:** $38.1M

## 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|331|$38.1M|$652,313|$1.8M|

| 2023|298|$31.0M|$659,834|$1.6M|

| 2022|258|$27.0M|$444,441|$1.3M|

## 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|

| BLUE & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BLUE & COMPANY, LLC](https://planprovider.pro/provider/blue-and-co-llc) — Auditor

## 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|$102,349|$7,002|$5,022|—|—|

| 2023|$87,091|$5,703|$6,000|—|—|

| 2022|$87,099|$5,409|$73,007|—|$8,683|

## Similar Plans

- [Altano U.S., LLC](https://planprovider.pro/companies/altano-u-s-llc-401k-plan) — 183 participants

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