Plan Snapshot
- Plan Sponsor: Rock-It Cargo Usa LLC (Usa)
- Sponsor EIN: 203879208
- Sponsor Address: 1002 LITITZ PIKE SUITE 238, LITITZ, PA, 17543
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $34.3M
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 | 292 | $34.3M | $818,506 | $2.6M |
| 2023 | 271 | $29.9M | $811,304 | $2.3M |
| 2022 | 229 | $23.8M | $662,708 | $1.7M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $63,446 | — | — | — | — |
| 2023 | $44,633 | — | $44,608 | — | — |
| 2022 | $36,059 | — | $36,031 | — | — |