Plan Snapshot
- Plan Sponsor: Rotolo Consultants, INC.
- Sponsor EIN: 721285520
- Sponsor Address: 38001 BROWNSVILLAGE ROAD, SLIDELL, LA, 704604875
- Plan Type: 401(k)
- Total Participants: 394
- Total Assets: $10.4M
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 | 394 | $10.4M | $450,480 | $683,779 |
| 2023 | 230 | $8.7M | $423,379 | $618,649 |
| 2022 | 241 | $6.7M | $409,333 | $550,281 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE | Recordkeeper | $19,429 | — | $19,429 |
| RAYMOND JAMES AND ASSOCIATES INC | Investment Advisor | $12,883 | — | $12,883 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE — Recordkeeper
- RAYMOND JAMES AND ASSOCIATES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,312
- Estimated Expense Ratio: 0.312% 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 | $69,948 | — | $69,948 | — | — |
| 2023 | $74,752 | — | — | — | — |
| 2022 | $57,155 | — | $57,155 | — | — |