# Rotech Healthcare INC. 401(k) Plan
Source: https://planprovider.pro/companies/rotech-healthcare-inc-401k-plan

> Rotech Healthcare INC.'s 401(k) plan: 3,273 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rotech Healthcare INC.

- **Sponsor EIN:** 030408870

- **Sponsor Address:** 6251 CHANCELLOR DRIVE, SUITE 119, ORLANDO, FL, 32809

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

- **Total Participants:** 3,273

- **Total Assets:** $74.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|3,273|$74.7M|$0|$9.4M|

| 2023|3,148|$64.7M|$0|$8.8M|

| 2022|2,865|$52.6M|$0|$7.8M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$321,153|—|$321,153|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$20,920|—|$20,920|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$17,500|—|$17,500|

| CARON & BLETZER, PLLC|AUDITOR|$16,400|—|$16,400|

| WELLTH ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$12,500|—|$12,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $388,473

- **Estimated Expense Ratio:** 0.520% 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|$411,017|$50,920|—|$16,400|—|

| 2023|$328,258|$47,477|—|$7,500|—|

| 2022|$310,210|—|$301,110|—|—|

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