Plan Snapshot
- Plan Sponsor: Rowmark, LLC
- Sponsor EIN: 205966443
- Sponsor Address: 5409 HAMLET DRIVE, FINDLAY, OH, 45840
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $20.7M
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 | 227 | $20.7M | $420,237 | $777,438 |
| 2023 | 206 | $18.4M | $365,524 | $695,741 |
| 2022 | 222 | $15.1M | $381,519 | $706,984 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $124,780 | $4,867 | $119,453 | — | — |
| 2023 | $81,852 | $4,979 | $76,873 | — | — |
| 2022 | $90,532 | — | $90,532 | — | — |