Plan Snapshot
- Plan Sponsor: Roush Holdings, INC.
- Sponsor EIN: 814228008
- Sponsor Address: 100 WEST SCHROCK ROAD, WESTERVILLE, OH, 43081
- Plan Type: 401(k)
- Total Participants: 410
- Total Assets: $22.4M
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 | 410 | $22.4M | $0 | $1.2M |
| 2023 | 309 | $20.2M | $0 | $1.2M |
| 2022 | 292 | $16.2M | $0 | $1.2M |
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 |
|---|---|---|---|---|
| EDWARD JONES | INVESTMENT ADVISOR | $41,364 | — | $41,364 |
| COASTAL PENSION SERVICES | CONTRACT ADMINISTRATOR | $15,846 | — | $15,846 |
| REA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,210
- Estimated Expense Ratio: 0.255% 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 | $15,824 | — | $15,824 | — | — |
| 2023 | $8,499 | — | $8,499 | — | — |
| 2022 | $4 | — | $4 | — | — |