Plan Snapshot
- Plan Sponsor: Rowe Enterprises, INC.
- Sponsor EIN: 860175332
- Sponsor Address: 700 W WETMORE RD, TUCSON, AZ, 85705
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $9.6M
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 | 167 | $9.6M | $301,549 | $863,782 |
| 2023 | 182 | $8.7M | $312,731 | $837,428 |
| 2022 | 175 | $7.6M | $301,354 | $798,183 |
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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM LLP — 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 | $32,102 | $1,819 | $30,283 | — | — |
| 2023 | $31,299 | $1,586 | $29,713 | — | — |
| 2022 | $27,893 | $1,580 | $26,313 | — | — |