Plan Snapshot
- Plan Sponsor: Rose Exterminator Company, INC.
- Sponsor EIN: 361702720
- Sponsor Address: 414 WEST FRONTAGE ROAD, NORTHFIELD, IL, 60093
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 161 | $4.8M | $81,315 | $531,486 |
| 2023 | 138 | $4.0M | $145,135 | $432,946 |
| 2022 | 144 | $3.2M | $56,659 | $406,572 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | Auditor | $5,092 | — | $5,092 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,092
- Estimated Expense Ratio: 0.105% 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 | $76,721 | $29,813 | $11,221 | $5,092 | — |
| 2023 | $62,494 | $23,045 | $8,511 | $5,565 | — |
| 2022 | $46,875 | $21,033 | $21,467 | — | $4,375 |