Plan Snapshot
- Plan Sponsor: Big Rock Sports LLC
- Sponsor EIN: 582579365
- Sponsor Address: 158 LITTLE NINE ROAD, MOREHEAD CITY, NC, 28557
- Plan Type: 401(k)
- Total Participants: 468
- Total Assets: $40.4M
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. |
|---|---|---|---|---|
| 2024 | 468 | $40.4M | $11,455 | $2.2M |
| 2023 | 484 | $38.2M | $875,479 | $2.6M |
| 2022 | 515 | $35.7M | $901,807 | $2.6M |
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 |
|---|---|---|---|---|
| PBMARES, LLP | Auditor | $21,525 | — | $21,525 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PBMARES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,525
- Estimated Expense Ratio: 0.053% 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 | $135,046 | $59,476 | — | $21,525 | — |
| 2023 | $125,796 | $58,396 | — | $21,210 | — |
| 2022 | $149,536 | $12,601 | — | — | — |