# Rock Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rock-holdings-inc-401k-plan

> Rock Holdings, INC.'s 401(k) plan: 15,943 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rock Holdings, INC.

- **Sponsor EIN:** 510415135

- **Sponsor Address:** 1050 WOODWARD AVENUE, DETROIT, MI, 48226

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

- **Total Participants:** 15,943

- **Total Assets:** $2.2B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|15,943|$2.2B|$26.4M|$143.5M|

| 2023|15,298|$1.9B|$28.6M|$144.7M|

| 2022|18,984|$1.6B|$42.9M|$184.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$767,947|—|$767,947|

| STRATEGIC ADVISORS, INC.|ADVISOR|$520,784|—|$520,784|

| CREATIVE PLANNING, LLC|PLAN SPONSOR|$90,000|—|$90,000|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CREATIVE PLANNING, LLC](https://planprovider.pro/provider/creative-planning) — PLAN SPONSOR

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,378,731

- **Estimated Expense Ratio:** 0.062% 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|$1,351,857|$520,784|$6,300|—|—|

| 2023|$1,582,624|$537,097|$9,000|$26,750|—|

| 2022|$1,546,224|$730,551|—|—|—|

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