# Roth Bros., INC. 401(k) Plan
Source: https://planprovider.pro/companies/roth-bros-inc-401k-plan

> Roth Bros., INC.'s 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [The Brewer-Garrett Company](https://planprovider.pro/companies/the-brewer-garrett-company-401k-plan) — 200 participants

- [Syserco, INC.](https://planprovider.pro/companies/syserco-inc-401k-plan) — 205 participants

- [Atlas Capital Services, INC.](https://planprovider.pro/companies/atlas-capital-services-inc-401k-plan) — 142 participants

- [Mechanical Services & Design INC.](https://planprovider.pro/companies/mechanical-services-design-inc-401k-plan) — 223 participants

- [The Waterworks, LLC](https://planprovider.pro/companies/the-waterworks-llc-401k-plan) — 231 participants

- [Waibel Energy Systems, INC.](https://planprovider.pro/companies/waibel-energy-systems-inc-401k-plan) — 123 participants

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

© 2026 PlanProvider.Pro