Plan Snapshot
- Plan Sponsor: Rockland Sports LLC
- Sponsor EIN: 825097876
- Sponsor Address: 1001 ROCKLAND ROAD, WILMINGTON, DE, 19803
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 59
- Total Assets: $219,446
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 59 | $219,446 | $0 | $0 |
| 2024 | 53 | $61,449 | $873,407 | $134,000 |
| 2023 | 59 | $1,517 | $689,616 | $110,387 |
| 2022 | 46 | $9,841 | $510,812 | $85,451 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $63,810 | — | $63,810 |
| PATRIOT (THE SAFEGARD GROUP, INC.) | Investment Advisor | $33,279 | — | $33,279 |
| LUCENT HEALTH | Other Service Provider | $30,255 | — | $30,255 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,344
- Estimated Expense Ratio: 58.030% 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 |
|---|---|---|---|---|---|
| 2025 | $913,851 | — | — | — | — |
| 2024 | $933,075 | — | — | — | — |
| 2023 | $842,556 | — | — | — | — |
| 2022 | $718,122 | — | — | — | — |