Plan Snapshot
- Plan Sponsor: Rockport Administrative Services, LLC
- Sponsor EIN: 272831270
- Sponsor Address: 505 N BRAND BLVD, SUITE 600, GLENDALE, CA, 91203
- Plan Type: DC
- Total Participants: 5,477
- Total Assets: $17.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,477 | $17.5M | $0 | $2.3M |
| 2023 | 6,405 | $14.5M | $0 | $2.1M |
| 2022 | 6,282 | $11.8M | $0 | $2.7M |
| 2020 | 6,697 | $10.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK USA | RECORDKEEPER | $6,726 | — | $6,726 |
| WEINBERG & COMPANY, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK USA — RECORDKEEPER
- 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: $6,726
- Estimated Expense Ratio: 0.039% 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 |
|---|---|---|---|---|---|
| 2024 | $38,624 | — | $38,624 | — | — |
| 2023 | $37,019 | — | $37,019 | — | — |
| 2022 | $31,781 | — | $22,826 | — | $8,955 |
| 2020 | $22,438 | — | $17,278 | — | — |