# Rothe Development, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rothe-development-inc-401k-plan

> Rothe Development, INC.'s 401(k) plan: 314 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rothe Development, INC.

- **Sponsor EIN:** 741606784

- **Sponsor Address:** 229 SANDHILL ST, WEBSTER, TX, 77598

- **Plan Type:** 401(k)

- **Total Participants:** 314

- **Total Assets:** $14.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|314|$14.3M|$563,014|$1.7M|

| 2023|232|$10.8M|$292,842|$967,449|

| 2022|173|$8.2M|$214,003|$730,960|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$30,593|—|$30,593|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$11,738|—|$11,738|

| LEAFHOUSE FINANCIAL ADVISORS, LLC|INVESTMENT ADVISOR|$6,135|—|$6,135|

| DRDA, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $48,466

- **Estimated Expense Ratio:** 0.339% 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|$48,466|$17,873|—|—|—|

| 2023|$33,291|$12,024|—|—|—|

| 2022|$31,175|—|$31,175|—|—|

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