Plan Snapshot
- Plan Sponsor: Rockmont Motor Company T/A Ourisman Rockmont, INC.
- Sponsor EIN: 520463215
- Sponsor Address: 807 ROCKVILLE PIKE, ROCKVILLE, MD, 20852
- Plan Type: 401(k)
- Total Participants: 742
- Total Assets: $18.6M
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 | 742 | $18.6M | $56,576 | $2.1M |
| 2023 | 726 | $16.5M | $72,405 | $1.9M |
| 2022 | 654 | $12.8M | $64,394 | $1.6M |
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 |
|---|---|---|---|---|
| LSWG CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LSWG CPAS — 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 | $23,872 | — | $23,872 | — | — |
| 2023 | $15,990 | — | $15,990 | — | — |
| 2022 | $11,766 | — | $11,766 | — | — |