# Rockbridge Capital, LLC 401(k) Plan
Source: https://planprovider.pro/companies/rockbridge-capital-llc-401k-plan

> Rockbridge Capital, LLC's 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rockbridge Capital, LLC

- **Sponsor EIN:** 611418802

- **Sponsor Address:** 4124 WORTH AVE, COLUMBUS, OH, 43219

- **Plan Type:** 401(k)

- **Total Participants:** 114

- **Total Assets:** $35.9M

## 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|114|$35.9M|$1.2M|$1.7M|

| 2023|112|$30.1M|$1.1M|$1.5M|

| 2022|98|$24.2M|$907,800|$1.3M|

## 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|$13,500|—|$13,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,500

- **Estimated Expense Ratio:** 0.038% 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|$148,528|$67,240|$60,783|$13,500|—|

| 2023|$77,097|—|$48,853|$13,378|—|

| 2022|$78,017|$28,608|$49,034|—|$375|

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