Roeslein & Associates, Inc. 401(k) Plan: Login, Facts & Contact Information

Roeslein & Associates, Inc. 401(k) Plan Facts

Plan name
ROESLEIN & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing with a company-stock (ESOP) component
Plan sponsor
ROESLEIN & ASSOCIATES, INC.
Participants
1,161 (774 active employees)
Former employees with a balance
411
Plan assets
$157,986,076 at Dec 31, 2024
Average account balance
$136,666 across 1,156 accounts
Employer contributions
$2,106,401 in plan year 2024 (24% of all contributions)
Recordkeeper
Epic Retirement Plan Services
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 1, 1990
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing✓ Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 29, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $8.71 million went into the plan in contributions, $2.11 million of it from the employer (24%).
  • $14.5 million was paid out to participants.
  • Investment and other income added $11.6 million.
  • Administrative expenses were $256,889, about $222 per account.

How the Roeslein & Associates, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019549$61.0 million$3.63 million$4.92 million
2020596$82.8 million$3.47 million$3.18 million
2021627$113.2 million$4.14 million$3.79 million
2022822$119.2 million$3.86 million$8.35 million
20231,065$152.7 million$3.87 million$6.64 million
20241,161$158.0 million$2.11 million$14.5 million

Roeslein & Associates, Inc. 401(k) Contact Information

Phone
314-729-0055
Mailing address
9200 WATSON RD. STE. 200, ST. LOUIS MO 63126
Plan sponsor
ROESLEIN & ASSOCIATES, INC.
Employer identification number (EIN)
43-1539282
Plan number
001

Questions about the Roeslein & Associates, Inc. 401(k)

Does Roeslein & Associates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.11 million, 24% of all contributions.

Does the Roeslein & Associates, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Roeslein & Associates, Inc 401(k) plan?

1,161 participants at the start of plan year 2024, 774 of them active employees, and 411 former employees who still had money in the plan.

What is the average 401(k) balance at Roeslein & Associates, Inc?

About $136,666 per account: $158.0 million in plan assets across 1,156 accounts with a balance at the end of plan year 2024.

Who manages the Roeslein & Associates, Inc 401(k) accounts?

EPIC Retirement Plan Services is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Roeslein & Associates, Inc. How do I access my 401(k)?

Your account stays with EPIC Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 1916 EAST 29TH STREET, MARSHFIELD, WI, 54449
Headquarter: 6825 BURNET ROAD, AUSTIN, TX, 78757
Headquarter: MAC N9310-110 550 S. 4TH STREET, MINNEAPOLIS, MN, 55415
Headquarter: 545 WASHINGTON BLVD 12TH FLOOR, MAIL CODE NJD-0002, JERSEY CITY, NJ, 07310
Headquarter: 6801 ROCKLEDGE DRIVE, CCT-224, BETHESDA, MD, 20817