# Concentric Rockford INC. DB Plan
Source: https://planprovider.pro/companies/concentric-rockford-inc-plan-002

> Concentric Rockford INC.'s DB plan: 44 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 STREET, ROCKFORD, IL, 611047390

- **Plan Type:** DB

- **Total Participants:** 44

- **Total Assets:** $30.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|44|$30.0M|$0|$0|

| 2023|52|$31.9M|$1.9M|$0|

| 2022|53|$30.1M|$2.5M|$0|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$125,410|—|$125,410|

| PRINCIPAL SECURITIES INC|INVESTMENT ADVISORY|—|$44,251|$44,251|

| PRINCIPAL GLOBAL INVESTORS, LLC|INVESTMENT ADVISORY|$16,325|—|$16,325|

| SMITH & HOWARD, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $185,986

- **Estimated Expense Ratio:** 0.620% 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|$272,005|$16,325|$125,410|—|—|

| 2023|$499,719|$15,741|$116,710|—|—|

| 2022|$373,143|$16,433|$116,710|—|—|

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