# Rockwell Architecture, Planning And Design, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/rockwell-architecture-planning-and-design-p-c-401k-plan

> Rockwell Architecture, Planning And Design, P.C.'s 401(k) plan: 288 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rockwell Architecture, Planning And Design, P.C.

- **Sponsor EIN:** 133217306

- **Sponsor Address:** 5 UNION SQUARE WEST, NEW YORK, NY, 10003

- **Plan Type:** 401(k)

- **Total Participants:** 288

- **Total Assets:** $39.4M

## 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|288|$39.4M|$1.0M|$2.7M|

| 2023|282|$31.5M|$950,891|$2.3M|

| 2022|260|$24.5M|$710,557|$1.8M|

## 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|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|—|—|$0|

## 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|$98,945|$62,417|$36,528|—|—|

| 2023|$79,281|$47,598|$31,683|—|—|

| 2022|$68,447|$43,705|$24,742|—|—|

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