Plan Snapshot
- Plan Sponsor: Von Roll Usa, INC.
- Sponsor EIN: 141700763
- Sponsor Address: 200 VON ROLL DRIVE, SCHENECTADY, NY, 12306
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 145 | $18.3M | $309,271 | $851,695 |
| 2023 | 149 | $20.8M | $291,353 | $815,911 |
| 2022 | 144 | $17.1M | $258,430 | $822,815 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $34,300 | — | $34,300 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $32,861 | — | $32,861 |
| BST AND CO CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BST AND CO CPAS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,161
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 |
|---|---|---|---|---|---|
| 2025 | $7,845 | $2,789 | — | — | — |
| 2024 | $67,161 | $34,300 | — | — | — |
| 2023 | $56,631 | $29,125 | — | — | — |
| 2022 | $61,864 | — | — | — | — |