Plan Snapshot
- Plan Sponsor: Rock Solid Technologies, INC.
- Sponsor EIN: 660548938
- Sponsor Address: PO BOX 195599, SAN JUAN, PR, 00919
- Plan Type: DC
- Total Participants: 158
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 158 | $10.8M | $232,270 | $533,487 |
| 2023 | 155 | $9.6M | $206,306 | $436,174 |
| 2022 | 131 | $8.0M | $220,453 | $478,004 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $56,944 | — | $56,944 |
| RODRIGUEZ TORRES | Investment Advisor | $24,916 | — | $24,916 |
| WHEELER RETIREMENT PLANS LLC | Investment Advisor | $16,686 | — | $16,686 |
| COMMONWEALTH EQUITY SERVICES LLC | Investment Advisor | $15,573 | — | $15,573 |
| A & A EMPLOYEE BENEFITS CONSULTING | Other Service Provider | — | $5,218 | $5,218 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,337
- Estimated Expense Ratio: 1.108% 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 | $68,571 | — | — | — | — |
| 2023 | $59,514 | — | — | — | — |
| 2022 | $39,424 | — | — | — | — |