# Rotating Machinery Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rotating-machinery-services-inc-401k-plan

> Rotating Machinery Services, INC.'s 401(k) plan: 433 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rotating Machinery Services, INC.

- **Sponsor EIN:** 232950867

- **Sponsor Address:** 2760 BAGLYOS CIRCLE, BETHLEHEM, PA, 18020

- **Plan Type:** 401(k)

- **Total Participants:** 433

- **Total Assets:** $37.2M

## 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|433|$37.2M|$2.0M|$3.7M|

| 2023|380|$28.0M|$1.6M|$3.2M|

| 2022|315|$23.3M|$1.2M|$2.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$80,595|—|$80,595|

| WELLS FARGO CLEARING SERVICES LLC|ADVISOR|$58,535|—|$58,535|

| GRANT THORTON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GRANT THORTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $139,130

- **Estimated Expense Ratio:** 0.374% 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|$139,130|$58,535|—|—|—|

| 2023|$131,600|$67,530|—|—|—|

| 2022|$124,008|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rotating-machinery-services-inc-401k-plan)

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