Plan Snapshot
- Plan Sponsor: Rock West Composites, INC.
- Sponsor EIN: 205954438
- Sponsor Address: 7625 PANASONIC WAY, SAN DIEGO, CA, 92154
- Plan Type: 401(k)
- Total Participants: 284
- Total Assets: $8.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 284 | $8.5M | $2.0M | $0 |
| 2023 | 216 | $6.0M | $1.6M | $0 |
| 2022 | 165 | $3.4M | $994,487 | $0 |
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 |
|---|---|---|---|---|
| TUCKER ASSET MANAGEMENT | INVESTMENT MANAGEMENT | $5,682 | — | $5,682 |
| WINDES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,682
- Estimated Expense Ratio: 0.067% 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 | $5,732 | $5,682 | — | — | — |
| 2023 | $2,649 | $2,649 | — | — | — |
| 2022 | $4,231 | $4,231 | — | — | — |