Plan Snapshot
- Plan Sponsor: Rockford Construction Company, INC.
- Sponsor EIN: 382774810
- Sponsor Address: 601 FIRST STREET NW, GRAND RAPIDS, MI, 495045517
- Plan Type: 401(k)
- Total Participants: 361
- Total Assets: $38.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 361 | $38.3M | $792,037 | $3.2M |
| 2023 | 330 | $33.2M | $683,320 | $2.9M |
| 2022 | 318 | $27.3M | $652,575 | $2.8M |
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 |
|---|---|---|---|---|
| D.K. WEISS, HOLT & ASSOCIATES, PLLC | Auditor | — | — | $0 |
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 | $100,395 | $62,305 | $300 | — | — |
| 2023 | $71,012 | $28,503 | — | — | — |
| 2022 | $109,623 | — | $109,623 | — | — |