Plan Snapshot
- Plan Sponsor: Rosenberger Usa Corp
- Sponsor EIN: 980166986
- Sponsor Address: 309 COLONIAL DRIVE, AKRON, PA, 17501
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $13.7M
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 | 201 | $13.7M | $893,063 | $1.3M |
| 2023 | 201 | $11.6M | $745,622 | $1.1M |
| 2022 | 195 | $9.0M | $704,021 | $982,867 |
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 |
|---|---|---|---|---|
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL 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 | $73,298 | $1,480 | $71,318 | — | — |
| 2023 | $55,119 | $143 | $54,476 | — | — |
| 2022 | $55,534 | — | — | — | — |