Plan Snapshot
- Plan Sponsor: Rockingham Insurance Company
- Sponsor EIN: 540837857
- Sponsor Address: 633 E. MARKET STREET, HARRISONBURG, VA, 22801
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $18.3M
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 | 95 | $18.3M | $545,976 | $701,655 |
| 2023 | 109 | $18.3M | $701,613 | $821,351 |
| 2022 | 130 | $16.5M | $841,518 | $829,283 |
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 |
|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY, L.L.P. — 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 | $62,231 | — | $62,231 | — | — |
| 2023 | $61,099 | — | $61,099 | — | — |
| 2022 | $58,072 | — | $58,072 | — | — |