Plan5500

Rottinghaus Company 401(K) Savings Plan — Form 5500 plan (Rottinghaus Company, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rottinghaus Company 401(K) Savings Plan is a benefit plan reported by Rottinghaus Company, Inc. under EIN 93-0981410 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,238 participants and $21,809,016 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rottinghaus Company, Inc.
EIN
93-0981410
Plan number
002
Plan type
2
Location
Lacrosse, WI
Latest filing year
2023
Participants
1,238
End-of-year plan assets
$21,809,016

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,238H, C20240925072117NAL0005300995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,809,016
Total liabilities (EOY)
$0
Net assets (EOY)
$21,809,016
Net assets (BOY)
$18,783,100

Income & contributions

Employer contributions
$383,917
Participant contributions
$729,330
Total contributions
$1,113,247
Total income / additions
$4,387,962

Expenses & distributions

Benefits paid
$1,070,105
Administrative expenses
$159,784
Total expenses
$1,362,046
Net increase / (decrease)
$3,025,916

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCONTRACT ADMINISTRATOR$77,167$1,3842023
Benefit Plans PlusTPA$27,303not reported in the loaded dataset2023
401k Safe, LLCSERVICE PROVIDER$18,286not reported in the loaded dataset2023
Lbmc PcAUDITOR$13,000not reported in the loaded dataset2023
Osaic Wealth IncINVESTMENT ADVISORY$12,313not reported in the loaded dataset2023
Royal Alliance Associates, IncINVESTMENT ADVISORY$11,715not reported in the loaded dataset2023

Related Form 5500 pages