# Concentric Rockford INC. 401(k) Plan
Source: https://planprovider.pro/companies/concentric-rockford-inc-401k-plan

> Concentric Rockford INC.'s 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Concentric Rockford INC.

- **Sponsor EIN:** 363262177

- **Sponsor Address:** 2222 15TH ST, ROCKFORD, IL, 611047313

- **Plan Type:** 401(k)

- **Total Participants:** 171

- **Total Assets:** $18.1M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|171|$18.1M|$0|$721,606|

| 2023|198|$18.8M|$707,956|$732,264|

| 2022|178|$16.7M|$0|$662,148|

## 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|

| SMITH AND HOWARD|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$74,905|—|$74,905|—|—|

| 2023|$73,012|—|$73,012|—|—|

| 2022|$67,649|—|$67,649|—|—|

## Similar Plans

- [Nevco Sports, LLC](https://planprovider.pro/companies/nevco-sports-llc-401k-plan) — 171 participants

- [A.L.P. Lighting Components, INC.](https://planprovider.pro/companies/a-l-p-lighting-components-inc-401k-plan) — 170 participants

- [Engis Corporation](https://planprovider.pro/companies/engis-corporation-401k-plan) — 176 participants

- [Litania Sports Group, INC.](https://planprovider.pro/companies/litania-sports-group-inc-401k-plan) — 166 participants

- [Opto International, INC.](https://planprovider.pro/companies/opto-international-inc-401k-plan) — 159 participants

- [Milton Industries, INC.](https://planprovider.pro/companies/milton-industries-inc-401k-plan) — 158 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/concentric-rockford-inc-401k-plan)

© 2026 PlanProvider.Pro