Plan Snapshot
- Plan Sponsor: Rooney Holdings, INC.
- Sponsor EIN: 731237809
- Sponsor Address: 5601 SOUTH 122ND EAST AVENUE, TULSA, OK, 74146
- Plan Type: 401(k)
- Total Participants: 1,950
- Total Assets: $150.7M
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 | 1,950 | $150.7M | $3.7M | $10.3M |
| 2023 | 1,658 | $130.0M | $3.3M | $9.2M |
| 2022 | 1,403 | $109.0M | $3.0M | $8.1M |
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 |
|---|---|---|---|---|
| GRANTTHORNTON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANTTHORNTON — 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 | $266,062 | $41,488 | — | — | — |
| 2023 | $383,434 | $36,806 | $300 | — | — |
| 2022 | $205,957 | $35,456 | — | — | — |