Plan Snapshot
- Plan Sponsor: Rockline Industries, INC.
- Sponsor EIN: 391238675
- Sponsor Address: 1113 MARYLAND AVE, SHEBOYGAN, WI, 53081
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 2,700
- Total Assets: $178.2M
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. |
|---|---|---|---|---|
| 2025 | 2,700 | $178.2M | $0 | $0 |
| 2024 | 2,394 | $159.3M | $3.0M | $8.5M |
| 2023 | 2,366 | $139.1M | $2.6M | $7.3M |
| 2022 | 2,211 | $116.9M | $2.4M | $6.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $163,363 | — | $163,363 |
| FRANCIS INVESTMENT COUNS | Investment Advisor | $56,832 | — | $56,832 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $220,195
- Estimated Expense Ratio: 0.124% 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 | $19,662,938 | $56,795 | $163,402 | — | — |
| 2024 | $210,128 | $56,572 | $153,556 | — | — |
| 2023 | $192,586 | $55,902 | $136,684 | — | — |
| 2022 | $209,336 | $69,644 | $139,692 | — | — |