Plan Snapshot
- Plan Sponsor: The Rudolph/Libbe Companies, INC
- Sponsor EIN: 341520402
- Sponsor Address: 6494 LATCHA ROAD, WALBRIDGE, OH, 434659738
- Plan Type: 401(k)
- Total Participants: 429
- Total Assets: $116.3M
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 | 429 | $116.3M | $2.9M | $3.8M |
| 2023 | 421 | $101.1M | $2.7M | $3.4M |
| 2022 | 369 | $91.8M | $2.4M | $3.2M |
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 | $281,132 | $179,969 | — | — | — |
| 2023 | $253,113 | $136,660 | — | — | — |
| 2022 | $261,524 | $158,005 | — | — | $13,750 |