Plan Snapshot
- Plan Sponsor: Ropers, Majeski
- Sponsor EIN: 942203664
- Sponsor Address: 535 MIDDLEFIELD ROAD, MENLO PARK, CA, 94025
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $58.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 173 | $58.3M | $0 | $2.3M |
| 2023 | 163 | $55.0M | $0 | $2.0M |
| 2022 | 145 | $50.0M | $0 | $1.8M |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — 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 | $111,234 | $66,187 | $45,047 | — | — |
| 2023 | $95,166 | — | $95,166 | — | — |
| 2022 | $99,257 | $95,977 | $3,280 | — | — |