Plan Snapshot
- Plan Sponsor: Roundhouse Communities LLC
- Sponsor EIN: 811784376
- Sponsor Address: 1100 W IDAHO ST, BOISE, ID, 83702
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $3.5M
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 | 163 | $3.5M | $377,357 | $637,328 |
| 2023 | 152 | $2.3M | $244,225 | $461,374 |
| 2022 | 98 | $1.6M | $160,720 | $298,248 |
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 |
|---|---|---|---|---|
| SORREN CPAS, P.C. | Auditor | — | — | $0 |
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 | $5,696 | $4,271 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |