Plan Snapshot
- Plan Sponsor: Root Cellar Enterprises, LLC
- Sponsor EIN: 261347186
- Sponsor Address: 202 E HOPKINS ST, SAN MARCOS, TX, 786665715
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2026 | 0 | $0 | $0 | $0 |
| 2024 | 207 | $277,683 | $0 | $117,032 |
| 2023 | 195 | $171,252 | $0 | $107,216 |
| 2022 | 84 | $47,977 | $0 | $55,345 |
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 |
|---|---|---|---|---|
| PEGGY S EDGE CPA, LLC | 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 |
|---|---|---|---|---|---|
| 2026 | — | — | — | — | — |
| 2024 | $2,739 | $2,739 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |