Plan Snapshot
- Plan Sponsor: Rock Oak Services Group, LLC
- Sponsor EIN: 824991820
- Sponsor Address: 201 SIGMA DRIVE, STE 300, SUMMERVILLE, SC, 29486
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $4.4M
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 | 329 | $4.4M | $252,960 | $490,190 |
| 2023 | 236 | $3.7M | $230,432 | $471,610 |
| 2022 | 265 | $2.7M | $161,560 | $453,994 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $6,596 | — | — | — | — |
| 2023 | $19,631 | — | — | — | — |
| 2022 | $9,518 | — | — | — | — |