# Rockford Corporation 401(k) Plan
Source: https://planprovider.pro/companies/rockford-corporation-401k-plan

> Rockford Corporation&#39;s 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rockford Corporation

- **Sponsor EIN:** 860394353

- **Sponsor Address:** 600 S. ROCKFORD DRIVE, TEMPE, AZ, 85281

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

- **Total Participants:** 108

- **Total Assets:** $21.9M

## 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|108|$21.9M|$314,199|$763,845|

| 2023|95|$21.9M|$313,426|$763,890|

| 2022|102|$18.4M|$324,540|$779,772|

## 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|$19,080|—|$19,080|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,080

- **Estimated Expense Ratio:** 0.087% 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|$17,758|$26,526|—|$19,080|—|

| 2023|$25,992|$25,229|—|—|—|

| 2022|$25,602|$690|—|—|—|

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