# The Roderick Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-roderick-group-inc-401k-plan

> The Roderick Group, INC.'s 401(k) plan: 291 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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