# The Rockhill Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-rockhill-group-inc-401k-plan

> The Rockhill Group, INC.'s 401(k) plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EDWARD D JONES & CO, LP|REGISTERED INV ADVISOR|$27,698|—|$27,698|

| WILSHIRE ASSOCIATES INC|REGISTERED INV ADVISOR|$9,515|—|$9,515|

| OLSEN THIELEN & CO, LTD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILSHIRE ASSOCIATES INC](https://planprovider.pro/provider/john-hancock) — REGISTERED INV ADVISOR

- [OLSEN THIELEN & CO, LTD](https://planprovider.pro/provider/olsen-thielen-and-co-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $37,213

- **Estimated Expense Ratio:** 0.476% 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|$54,243|—|$54,243|—|—|

| 2023|$42,176|—|$42,176|—|—|

| 2022|$23,069|—|$23,069|—|—|

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