Plan Snapshot
- Plan Sponsor: Ruoff Mortgage Company, INC.
- Sponsor EIN: 351616238
- Sponsor Address: 1670 MAGNAVOX WAY, FORT WAYNE, IN, 46804
- Plan Type: 401(k)
- Total Participants: 614
- Total Assets: $36.6M
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 | 614 | $36.6M | $517,337 | $4.0M |
| 2023 | 690 | $35.2M | $516,340 | $4.0M |
| 2022 | 884 | $33.2M | $927,089 | $5.5M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS 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 | $155,925 | $36,806 | — | — | — |
| 2023 | $147,672 | $36,940 | — | — | — |
| 2022 | $140,884 | — | $140,884 | — | — |