Rockford Realty Group, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Rockford Realty Group, LLC
  • Sponsor EIN: 453684400
  • Sponsor Address: 426 SW COMMERCE DR. SUITE 130, LAKE CITY, FL, 32025
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $1.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$1.8M$2,800$61,000
20233$1.5M$2,800$60,000
20223$1.3M$2,400$54,000

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