Plan Snapshot
- Plan Sponsor: Rotella'S Italian Bakery, INC.
- Sponsor EIN: 470489748
- Sponsor Address: 6949 SOUTH 108TH STREET, LA VISTA, NE, 681285703
- Plan Type: 401(k)
- Total Participants: 503
- Total Assets: $20.6M
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 | 503 | $20.6M | $149,189 | $1.2M |
| 2023 | 423 | $18.2M | $181,403 | $1.1M |
| 2022 | 384 | $16.1M | $176,880 | $1.1M |
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 |
|---|---|---|---|---|
| DEBOER & ASSOCIATES, PC | Auditor | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEBOER & ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,000
- Estimated Expense Ratio: 0.053% 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 | $111,925 | $67,216 | $33,709 | $11,000 | — |
| 2023 | $101,429 | $57,697 | $31,232 | $12,500 | — |
| 2022 | $96,746 | $59,324 | $28,922 | — | $8,500 |