# Rotterdam Ventures, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rotterdam-ventures-inc-401k-plan

> Rotterdam Ventures, INC.'s 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rotterdam Ventures, INC.

- **Sponsor EIN:** 221865964

- **Sponsor Address:** 220 HARBORSIDE DRIVE, SCHENECTADY, NY, 12305

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

- **Total Participants:** 137

- **Total Assets:** $14.2M

## 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|137|$14.2M|$330,532|$726,028|

| 2023|144|$12.2M|$303,624|$681,649|

| 2022|140|$10.6M|$294,073|$658,142|

## 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|

| CARON & BLETZER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|$72,331|$21,531|—|—|—|

| 2023|$54,804|$27,997|—|$11,100|—|

| 2022|$60,488|—|$60,488|—|—|

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