Plan Snapshot
- Plan Sponsor: Pride Rock Capital Management
- Sponsor EIN: 262415741
- Sponsor Address: 10455 RIVERSIDE DR STE 200, PALM BEACH GARDENS, FL, 334104332
- Plan Type: 401(k)
- Total Participants: 431
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 431 | $5.0M | $280,096 | $838,463 |
| 2023 | 397 | $3.9M | $261,455 | $751,407 |
| 2022 | 352 | $2.7M | $208,575 | $657,034 |
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES | ADVISOR | $19,017 | — | $19,017 |
| PAYCHEX, INC. | RECORDKEEPER | $13,516 | — | $13,516 |
| GRANDIZIO, WILKINGS, LITTLE AND MAT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,533
- Estimated Expense Ratio: 0.647% 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 | $32,533 | $19,017 | $13,516 | — | — |
| 2023 | $22,815 | $13,451 | $9,364 | — | — |
| 2022 | $19,461 | $10,580 | $8,881 | — | — |