# Rotschy, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rotschy-inc-401k-plan

> Rotschy, INC.'s 401(k) plan: 521 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rotschy, INC.

- **Sponsor EIN:** 911420205

- **Sponsor Address:** 7408 NE 113TH CIRCLE, VANCOUVER, WA, 98662

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

- **Total Participants:** 521

- **Total Assets:** $25.1M

## 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|521|$25.1M|$2.1M|$1.7M|

| 2023|463|$19.8M|$1.8M|$1.5M|

| 2022|445|$15.7M|$1.4M|$1.3M|

## 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|

| FIRST PACIFIC FINANCIAL INC|INVESTMENT ADVISOR|$74,212|—|$74,212|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$41,320|—|$41,320|

| PENSION PLAN SPECIALISTS, PC|THIRD PARTY ADMIN|$31,448|—|$31,448|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$16,106|—|$16,106|

| VERITY ACCOUNTANCY, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VERITY ACCOUNTANCY, PC](https://planprovider.pro/provider/verity-accountancy-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $163,086

- **Estimated Expense Ratio:** 0.649% 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|$152,884|$90,318|$62,566|—|—|

| 2023|$121,935|$71,988|$49,947|—|—|

| 2022|$117,034|$74,933|$42,101|—|—|

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