Plan Snapshot
- Plan Sponsor: Rotary Corporation
- Sponsor EIN: 580959394
- Sponsor Address: 801 W. BARNARD STREET, GLENNVILLE, GA, 30427
- Plan Type: 401(k)
- Total Participants: 504
- Total Assets: $28.1M
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 | 504 | $28.1M | $905,557 | $1.7M |
| 2023 | 483 | $27.3M | $869,514 | $1.6M |
| 2022 | 503 | $24.0M | $842,438 | $1.6M |
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 |
|---|---|---|---|---|
| HOLLAND, BROMLEY, BARNHILL & BRETT | 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 |
|---|---|---|---|---|---|
| 2024 | $128,153 | $49,631 | $78,522 | — | — |
| 2023 | $120,415 | $47,878 | $72,537 | — | — |
| 2022 | $121,354 | $50,889 | $70,465 | — | — |