Plan Snapshot
- Plan Sponsor: Rottler Pest Control Company
- Sponsor EIN: 431316803
- Sponsor Address: 2690 MASTERSON AVENUE, CHARLACK, MO, 63114
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 175
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 175 | $1.4M | $1.5M | $749,456 |
| 2023 | 189 | $692,193 | $821,302 | $447,206 |
| 2022 | 190 | $408,498 | $944,854 | $502,120 |
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 |
|---|---|---|---|---|
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $93,003 | — | $93,003 |
| BRIO BENEFIT CONSULTING | Investment Advisor | $81,363 | — | $81,363 |
| THE BENECON GROUP,LLC | Investment Advisor | $51,168 | — | $51,168 |
| CONNECTCARE3 | Other Service Provider | $12,360 | — | $12,360 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $237,894
- Estimated Expense Ratio: 17.155% 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 | $237,894 | — | $237,894 | — | — |
| 2023 | $138,660 | — | $138,660 | — | — |
| 2022 | $150,845 | — | $150,845 | — | — |