Plan Snapshot
- Plan Sponsor: Rosauers Supermarkets, INC.
- Sponsor EIN: 910582615
- Sponsor Address: 1815 W. GARLAND, SPOKANE, WA, 99205
- Plan Type: 401(k)
- Total Participants: 2,061
- Total Assets: $84.3M
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 | 2,061 | $84.3M | $1.9M | $3.5M |
| 2023 | 1,629 | $76.1M | $1.7M | $3.3M |
| 2022 | 1,845 | $66.9M | $1.6M | $3.1M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | ADVISOR | $153,355 | — | $153,355 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $12,738 | — | $12,738 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $166,093
- Estimated Expense Ratio: 0.197% 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 | $166,093 | $153,355 | — | — | — |
| 2023 | $156,812 | $137,245 | — | — | — |
| 2022 | $219,819 | — | — | — | — |