Plan Snapshot
- Plan Sponsor: Bd Of Trustees Of The Rockford Pipe Trades Industry 401k Plan
- Sponsor EIN: 391951674
- Sponsor Address: 4525 BOEING DRIVE, ROCKFORD, IL, 611092934
- Plan Type: 401(k)
- Total Participants: 567
- Total Assets: $52.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 567 | $52.3M | $3.1M | $2.9M |
| 2023 | 735 | $43.6M | $2.5M | $2.5M |
| 2022 | 661 | $35.3M | $1.7M | $2.2M |
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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $9,300 | — | $9,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,300
- Estimated Expense Ratio: 0.018% of plan assets
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 | $162,702 | $118,196 | $8,026 | $9,300 | — |
| 2023 | $153,770 | $113,588 | $7,914 | $9,000 | — |
| 2022 | $142,602 | $105,138 | $8,280 | — | $17,451 |