Plan Snapshot
- Plan Sponsor: Rockford Toolcraft, INC.
- Sponsor EIN: 362770957
- Sponsor Address: 766 RESEARCH PARKWAY, ROCKFORD, IL, 61109
- Plan Type: 401(k)
- Total Participants: 345
- Total Assets: $25.6M
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 | 345 | $25.6M | $231,793 | $945,460 |
| 2023 | 369 | $24.1M | $233,723 | $941,623 |
| 2022 | 361 | $20.6M | $219,642 | $899,031 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
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 | $93,660 | $47,569 | — | — | — |
| 2023 | $65,909 | $4,804 | — | $21,000 | — |
| 2022 | $65,275 | $12,984 | — | — | $52,291 |