Plan Snapshot
- Plan Sponsor: Rolling Rock Building Stone, INC.
- Sponsor EIN: 231940698
- Sponsor Address: 40 ROLLING ROCK RD., BOYERTOWN, PA, 19512
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 31
- Total Assets: $21,131
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 31 | $21,131 | $397,581 | $79,003 |
| 2023 | 26 | $41,928 | $353,800 | $59,542 |
| 2022 | 35 | $52,341 | $374,261 | $60,550 |
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 |
|---|---|---|---|---|
| BSI CORPORATE BENEFITS | Investment Advisor | $19,102 | — | $19,102 |
| THE BENECON GROUP, LLC | Investment Advisor | $9,304 | — | $9,304 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BSI CORPORATE BENEFITS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,406
- Estimated Expense Ratio: 134.428% 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 | $495,657 | — | — | — | — |
| 2023 | $437,074 | — | — | — | — |
| 2022 | $416,415 | — | — | — | — |