# Rowley Brothers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rowley-brothers-inc-401k-plan

> Rowley Brothers, INC.'s 401(k) plan: 313 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rowley Brothers, INC.

- **Sponsor EIN:** 381548597

- **Sponsor Address:** 3604 WILDER ROAD, BAY CITY, MI, 48706

- **Plan Type:** 401(k)

- **Total Participants:** 313

- **Total Assets:** $27.2M

## 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|313|$27.2M|$404,705|$1.0M|

| 2023|323|$23.1M|$393,883|$931,348|

| 2022|269|$19.2M|$709,970|$958,055|

## 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|

| TRI STAR TRUST BANK|ADVISOR|$62,190|—|$62,190|

| NEWPORT GROUP, INC.|RECORDKEEPER|$23,826|—|$23,826|

| WEINLANDER FITZHUGH|AUDITOR|$14,600|—|$14,600|

| NEWPORT TRUST COMPANY|TRUSTEE|$7,521|—|$7,521|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEINLANDER FITZHUGH](https://planprovider.pro/provider/weinlander-fitzhugh) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $108,137

- **Estimated Expense Ratio:** 0.397% 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|$108,137|$62,190|$16,795|$14,600|—|

| 2023|$91,043|$51,352|$27,000|—|—|

| 2022|$101,458|$64,177|$37,281|—|—|

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