Employers › Rock Holdings
Recordkeeping fees per participant · Rock Holdings & Associated Companies Savings Plan · plan year 2024
$34.18
Higher than 50% of the 790 plans over $1B that report it.
= $734,773 / 21,497
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013155957NAL0002379136001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013155957NAL0002379136001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$38.66
Higher than 38% of the 1,045 plans over $1B that report it.
= $831,073 / 21,497
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013155957NAL0002379136001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013155957NAL0002379136001, received 2025-10-13
Administrative expenses per participant
$62.89
Higher than 45% of the 1,076 plans over $1B that report it.
= $1,351,857 / 21,497
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013155957NAL0002379136001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013155957NAL0002379136001, received 2025-10-13
Administrative expenses as a share of assets
0.061%
Higher than 65% of the 1,076 plans over $1B that report it.
= $1,351,857 / $2,227,575,094
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013155957NAL0002379136001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013155957NAL0002379136001, received 2025-10-13
Employer contributions per participant
$1,226
Higher than 8% of the 1,135 plans over $1B that report it.
= $26,362,802 / 21,497
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013155957NAL0002379136001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013155957NAL0002379136001, received 2025-10-13
Employer share of total contributions
14.9%
Higher than 4% of the 1,135 plans over $1B that report it.
= $26,362,802 / $177,323,063
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013155957NAL0002379136001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013155957NAL0002379136001, received 2025-10-13
Plan terms are not published in public filings.
2S pre-approved plan document · 2E profit-sharing · 2T default investment (QDIA) · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3D IRS pre-approved plan · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013155957NAL0002379136001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ROCK HOLDINGS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Plan name | ROCK HOLDINGS & ASSOCIATED COMPANIES SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Sponsor EIN / plan number | 51-0415135 / 005 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Sponsor location | DETROIT, MI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Industry (business code) | 522292, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Participants, beginning of year | 22,852 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Active participants | 15,943 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Participants, end of year | 22,766 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Participants with an account balance | 21,497 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Total assets, beginning of year | $1,925,817,555 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Total assets, end of year | $2,227,575,094 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Net assets, end of year | $2,227,574,752 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Total income | $479,816,210 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Net income | $301,757,469 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Employer contributions | $26,362,802 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Participant contributions | $143,509,907 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $7,450,354 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Total contributions | $177,323,063 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Benefit payments | $176,459,388 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $178,058,741 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Total administrative expenses | $1,351,857 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Contract administrator fees | $6,300 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Recordkeeping fees | $734,773 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Investment advisory and management fees | $520,784 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Administrative expenses excluding investment management | $831,073 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Held in common/collective trusts | $1,508,950,297 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Held in mutual funds | $621,720,173 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013155957NAL0002379136001, received 2025-10-13 |
| Independent auditor | PLANTE & MORAN, PLLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013155957NAL0002379136001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013155957NAL0002379136001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $767,947 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $520,784 | no |
| CREATIVE PLANNING, LLC | PLAN SPONSOR | 16 Consulting (general) | $90,000 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013155957NAL0002379136001, received 2025-10-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,925,817,555 | $2,227,575,094 | 15.7% |
| Participants with a balance | 22,566 | 21,497 | -4.7% |
| Administrative expenses | $1,582,624 | $1,351,857 | -14.6% |
| Recordkeeping fees per participant | $41.15 | $34.18 | -16.9% |
| Employer contributions | $28,584,213 | $26,362,802 | -7.8% |
Prior filing 20241016144631NAL0030765649001, received 2024-10-16; the plan years are contiguous.
Sponsor name as filed: ROCK HOLDINGS, INC.; SEC registrant: Rock Holdings Inc. (CIK 1733664, matched by EIN).