# Roush Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/roush-holdings-inc-401k-plan

> Roush Holdings, INC.'s 401(k) plan: 410 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/rea-and-associates-inc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/roush-holdings-inc-401k-plan)

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