# Rotella'S Italian Bakery, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rotellas-italian-bakery-401k-plan

> Rotella'S Italian Bakery, INC.'s 401(k) plan: 503 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/deboer-and-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|

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