Plan Snapshot
- Plan Sponsor: Roth Trucking, INC.
- Sponsor EIN: 382079555
- Sponsor Address: 4525 50 ST SE, GRAND RAPIDS, MI, 49512
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 126 | $3.3M | $506,438 | $110,229 |
| 2023 | 127 | $3.3M | $483,466 | $103,761 |
| 2022 | 131 | $3.4M | $514,833 | $109,845 |
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 |
|---|---|---|---|---|
| BAS PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS, LLC — 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 | $36,546 | $17,418 | $8,531 | — | — |
| 2023 | $57,570 | $37,284 | $7,882 | $3,100 | — |
| 2022 | $73,662 | $50,300 | — | — | $23,362 |