Plan Snapshot
- Plan Sponsor: Roth Bros., INC.
- Sponsor EIN: 340676951
- Sponsor Address: 3821 CRUM ROAD, YOUNGSTOWN, OH, 44515
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $20.7M
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 | 178 | $20.7M | $471,018 | $603,010 |
| 2023 | 179 | $22.0M | $294,206 | $783,962 |
| 2022 | 219 | $21.4M | $563,104 | $884,473 |
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 |
|---|---|---|---|---|
| DGPERRY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DGPERRY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $100,538 | $64,166 | — | — | — |
| 2023 | $97,079 | $43,727 | — | — | — |
| 2022 | $102,608 | $60,852 | $41,756 | — | — |