# Rockingham Cooperative Farm Bureau, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rockingham-cooperative-farm-bureau-inc-401k-plan

> Rockingham Cooperative Farm Bureau, INC.'s 401(k) plan: 306 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rockingham Cooperative Farm Bureau, INC.

- **Sponsor EIN:** 540361980

- **Sponsor Address:** 112 MEIGS LANE, DAYTON, VA, 22821

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

- **Total Participants:** 306

- **Total Assets:** $20.3M

## 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|306|$20.3M|$508,627|$787,189|

| 2023|313|$18.9M|$492,507|$791,101|

| 2022|295|$16.2M|$460,578|$808,635|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$51,987|—|$51,987|

| ONEDIGITAL INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$25,602|—|$25,602|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$6,443|—|$6,443|

| BROWN EDWARDS & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — INVESTMENT ADVISOR

- [BROWN EDWARDS & COMPANY LLP](https://planprovider.pro/provider/brown-edwards-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $84,032

- **Estimated Expense Ratio:** 0.414% 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|$84,032|$32,045|—|—|—|

| 2023|$37,442|$26,072|—|—|—|

| 2022|$23,684|—|$23,684|—|—|

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