Plan Snapshot
- Plan Sponsor: Eagle Rock Distributing Company
- Sponsor EIN: 582532427
- Sponsor Address: 6205A BEST FRIEND RD., NORCROSS, GA, 30071
- Plan Type: 401(k)
- Total Participants: 671
- Total Assets: $59.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 671 | $59.1M | $1.7M | $2.7M |
| 2023 | 747 | $52.8M | $1.7M | $2.8M |
| 2022 | 636 | $43.9M | $1.7M | $2.8M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $102,227 | — | $102,227 |
| MORGAN STANLEY GLOBAL | NONE | $42,969 | — | $42,969 |
| BENNETT THRASHER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- BENNETT THRASHER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,196
- Estimated Expense Ratio: 0.246% 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 | $117,956 | $42,969 | $74,987 | — | — |
| 2023 | $129,505 | $34,375 | $80,430 | $14,700 | — |
| 2022 | $149,897 | $34,375 | $101,872 | — | $13,650 |