# Rockford Toolcraft, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rockford-toolcraft-inc-401k-plan

> Rockford Toolcraft, INC.'s 401(k) plan: 345 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ONEAMERICA RETIREMENT SERVICES LLC|NONE|$46,091|—|$46,091|

| RSM US LLP|NONE|$42,000|—|$42,000|

| ONEAMERICA INVESTMENT ADVISORY SVCS|NONE|$5,569|—|$5,569|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,660

- **Estimated Expense Ratio:** 0.366% 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|$93,660|$47,569|—|—|—|

| 2023|$65,909|$4,804|—|$21,000|—|

| 2022|$65,275|$12,984|—|—|$52,291|

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