Plan Snapshot
- Plan Sponsor: The Rockhill Group, INC.
- Sponsor EIN: 201836715
- Sponsor Address: 1 ROCKHILL DRIVE, MOLINO, FL, 32577
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 194 | $7.8M | $54,315 | $514,396 |
| 2023 | 172 | $7.9M | $238,578 | $666,891 |
| 2022 | 331 | $8.4M | $477,726 | $713,746 |
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 |
|---|---|---|---|---|
| OLSEN THIELEN & CO, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OLSEN THIELEN & CO, LTD — 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 | $54,243 | — | $54,243 | — | — |
| 2023 | $42,176 | — | $42,176 | — | — |
| 2022 | $23,069 | — | $23,069 | — | — |