Plan Snapshot
- Plan Sponsor: Rockport Administrative Services, LLC
- Sponsor EIN: 272831270
- Sponsor Address: 505 N. BRAND BLVD, SUITE 600, GLENDALE, CA, 91203
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 217 | $7.2M | $3,312 | $767,848 |
| 2023 | 235 | $5.9M | $0 | $677,384 |
| 2022 | 218 | $4.7M | $0 | $631,154 |
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 |
|---|---|---|---|---|
| WEINBERG & COMPANY, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEINBERG & COMPANY, P.A. — 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 | $2,090 | — | $2,090 | — | — |
| 2023 | $3,239 | — | $3,239 | — | — |
| 2022 | $1,514 | — | $374 | — | $1,140 |