Plan Snapshot
- Plan Sponsor: Rotaserv, LP
- Sponsor EIN: 752907128
- Sponsor Address: 2007 PEBBLE BEACH CT., RICHARDSON, TX, 75082
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $4.3M
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 | 23 | $4.3M | $200,000 | $26,864 |
| 2023 | 18 | $3.6M | $125,000 | $23,750 |
| 2022 | 16 | $3.1M | $175,000 | $21,500 |