Plan Snapshot
- Plan Sponsor: Roth Staffing Companies, LP
- Sponsor EIN: 330633164
- Sponsor Address: 450 N. STATE COLLEGE BLVD., ORANGE, CA, 92868
- Plan Type: 401(k)
- Total Participants: 1,471
- Total Assets: $29.6M
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 | 1,471 | $29.6M | $291,183 | $2.1M |
| 2023 | 1,515 | $25.8M | $340,543 | $1.9M |
| 2022 | 1,305 | $20.8M | $291,193 | $2.2M |
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 |
|---|---|---|---|---|
| WITHUMSMITHBROWN, PC | Auditor | $20,311 | — | $20,311 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITHBROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,311
- Estimated Expense Ratio: 0.069% 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 | $152,768 | $28,250 | $104,207 | $20,311 | — |
| 2023 | $131,722 | $46,042 | $85,680 | — | — |
| 2022 | $106,982 | $96,036 | $10,946 | — | — |