Plan Snapshot
- Plan Sponsor: Rockpoint Management, LLC
- Sponsor EIN: 161680492
- Sponsor Address: 3953 MAPLE AVENUE, SUITE 300, DALLAS, TX, 75219
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $60.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 197 | $60.8M | $2.1M | $3.0M |
| 2023 | 201 | $49.7M | $2.2M | $3.0M |
| 2022 | 200 | $38.2M | $1.8M | $2.4M |
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 |
|---|---|---|---|---|
| MEISEL TUTEUR LEWIS P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEISEL TUTEUR LEWIS P.C — 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 | $11,697 | $11,380 | — | — | — |
| 2023 | $7,301 | $6,351 | — | — | — |
| 2022 | $4,868 | — | — | — | — |