Plan Snapshot
- Plan Sponsor: Rotork Controls, INC.
- Sponsor EIN: 112135246
- Sponsor Address: 675 MILE CROSSING, ROCHESTER, NY, 14624
- Plan Type: 401(k)
- Total Participants: 420
- Total Assets: $51.9M
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 | 420 | $51.9M | $1.5M | $2.7M |
| 2023 | 387 | $47.7M | $1.4M | $2.5M |
| 2022 | 334 | $45.3M | $1.2M | $2.0M |
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 |
|---|---|---|---|---|
| HARPER & PEARSON COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARPER & PEARSON COMPANY, P.C. — 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 | $27,140 | $12,089 | $300 | — | — |
| 2023 | $19,488 | $8,561 | — | — | — |
| 2022 | $63,628 | — | — | — | $63,628 |