# Rock Oak Services Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/rock-oak-services-group-llc-401k-plan

> Rock Oak Services Group, LLC's 401(k) plan: 329 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EPIC RETIREMENT PLAN SERVICES|NONE|$6,613|—|$6,613|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,613

- **Estimated Expense Ratio:** 0.150% 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|$6,596|—|—|—|—|

| 2023|$19,631|—|—|—|—|

| 2022|$9,518|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rock-oak-services-group-llc-401k-plan)

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