Plan Snapshot
- Plan Sponsor: The Company Of Rock House
- Sponsor EIN: 752416849
- Sponsor Address: 125 RIVER NORTH BLVD, STEPHENVILLE, TX, 76401
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $5.7M
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 | 292 | $5.7M | $155,593 | $237,657 |
| 2023 | 278 | $5.5M | $149,190 | $237,909 |
| 2022 | 280 | $5.8M | $163,173 | $246,932 |
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 |
|---|---|---|---|---|
| PATTILLO, BROWN & HILL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PATTILLO, BROWN & HILL, L.L.P. — 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 | $28,972 | — | — | — | — |
| 2023 | $27,623 | — | — | — | — |
| 2022 | $40,416 | $37,491 | $2,925 | — | — |