Plan Snapshot
- Plan Sponsor: The Roderick Group, INC.
- Sponsor EIN: 203036399
- Sponsor Address: 1500 W CARROLL AVE, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Total Participants: 291
- Total Assets: $20.8M
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 | 291 | $20.8M | $711,526 | $2.8M |
| 2023 | 289 | $16.3M | $1.1M | $2.6M |
| 2022 | 241 | $11.3M | $607,644 | $2.0M |
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 |
|---|---|---|---|---|
| FGMK | Auditor | — | — | $0 |
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 | $148,382 | $130,817 | $17,565 | — | — |
| 2023 | $101,061 | $92,147 | $8,914 | — | — |
| 2022 | $82,704 | $76,689 | $6,015 | — | — |