Entrust Services DBA Roto-Rooter 401(k) match, vesting and fees
What Entrust Services DBA Roto-Rooter's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Smith Leonard PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Entrust Services DBA Roto-Rooter: employer contribution per participant | $2,448 | |
| Peer median | $1,495 |
| Entrust Services DBA Roto-Rooter: average balance | $19,498 | |
| Peer median | $34,563 |
| Entrust Services DBA Roto-Rooter: admin expenses ÷ assets | 1.51% | |
| Peer median | 0.51% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.5M at the end of plan year 2022 to $2.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 133 | $2.4M | $304K | $2,448 | 1.51% | Not published | Form 5500 ↗ |
| 2023 | 143 | $2.4M | $347K | $2,606 | 1.59% | Not published | Form 5500 ↗ |
| 2022 | 147 | $1.5M | $269K | $2,035 | 1.41% | Not published | 5500-SF ↗ |
Common questions
Does Entrust Services DBA Roto-Rooter match 401(k) contributions?
The match terms for the Entrust Services DBA Roto-Rooter 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $304K in employer contributions, about $2,448 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Entrust Services DBA Roto-Rooter 401(k) match vested?
The vesting schedule for the Entrust Services DBA Roto-Rooter 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Entrust Services DBA Roto-Rooter 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Entrust Services DBA Roto-Rooter.
I left Entrust Services DBA Roto-Rooter. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Entrust Services DBA Roto-Rooter, (336) 274-5175) or the recordkeeper, Principal Life Insurance Company. The Entrust Services DBA Roto-Rooter old 401(k) page lists the contacts from every plan filing. Find an old Entrust Services DBA Roto-Rooter 401(k)
Data from the public Form 5500 annual reports Entrust Services DBA Roto-Rooter filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Entrust Services DBA Roto-Rooter. Not financial advice. Report a correction · Methodology