Employers › Rockland Trust
Recordkeeping fees per participant · Rockland Trust Co EE Savings PS and Stock Ownership Plan · plan year 2024
$73.72
Higher than 81% of the 1,697 plans $250M to 1B that report it.
= $171,483 / 2,326
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926050701NAL0009776400001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926050701NAL0009776400001, received 2025-09-26
Percentiles compare this plan with the Schedule H plans $250M to 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 2025-09-26.
Administrative expenses excluding investment management, per participant
$73.72
Higher than 57% of the 2,324 plans $250M to 1B that report it.
= $171,483 / 2,326
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926050701NAL0009776400001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926050701NAL0009776400001, received 2025-09-26
Administrative expenses per participant
$73.72
Higher than 39% of the 2,405 plans $250M to 1B that report it.
= $171,483 / 2,326
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926050701NAL0009776400001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926050701NAL0009776400001, received 2025-09-26
Administrative expenses as a share of assets
0.057%
Higher than 39% of the 2,407 plans $250M to 1B that report it.
= $171,483 / $300,003,126
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926050701NAL0009776400001, received 2025-09-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926050701NAL0009776400001, received 2025-09-26
Employer contributions per participant
$4,131
Higher than 65% of the 2,457 plans $250M to 1B that report it.
= $9,609,468 / 2,326
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926050701NAL0009776400001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926050701NAL0009776400001, received 2025-09-26
Employer share of total contributions
34.2%
Higher than 61% of the 2,459 plans $250M to 1B that report it.
= $9,609,468 / $28,069,712
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926050701NAL0009776400001, received 2025-09-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926050701NAL0009776400001, received 2025-09-26
Plan terms are not published in public filings.
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250926050701NAL0009776400001, received 2025-09-26
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ROCKLAND TRUST COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Plan name | ROCKLAND TRUST CO EE SAVINGS PS AND STOCK OWNERSHIP PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Sponsor EIN / plan number | 04-1782600 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Sponsor location | HANOVER, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Industry (business code) | 522110, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Filing received | 2025-09-26 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Participants, beginning of year | 2,368 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Active participants | 1,890 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Participants, end of year | 2,416 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Participants with an account balance | 2,326 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Total assets, beginning of year | $269,958,602 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Total assets, end of year | $300,003,126 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Net assets, end of year | $300,003,126 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Total income | $66,935,670 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Net income | $30,044,524 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Employer contributions | $9,609,468 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Participant contributions | $14,966,316 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Other contributions (incl. rollovers) | $3,493,928 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Total contributions | $28,069,712 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Benefit payments | $36,612,240 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Total expenses (incl. benefit payments) | $36,891,146 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Total administrative expenses | $171,483 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Recordkeeping fees | $171,483 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Administrative expenses excluding investment management | $171,483 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Held in common/collective trusts | $12,160,293 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Held in mutual funds | $263,628,925 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250926050701NAL0009776400001, received 2025-09-26 |
| Independent auditor | ERNST & YOUNG LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250926050701NAL0009776400001, received 2025-09-26 |
Position = column in the DOL layout for form year 2024. Filing 20250926050701NAL0009776400001, received 2025-09-26.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| ADP, INC.recordkeeper | RECORD KEEPER | 37 Participant loan processing; 50 Direct payment from the plan; 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 49 Other services; 64 Recordkeeping fees; 99 Other fees | $171,722 | yes |
| CHARLES SCHWAB & CO, INC. | INVESTMENT MANAGER | 59 Shareholder servicing fees; 33 Securities brokerage | $228 | yes |
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 20250926050701NAL0009776400001, received 2025-09-26.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $269,958,602 | $300,003,126 | 11.1% |
| Participants with a balance | 2,264 | 2,326 | 2.7% |
| Administrative expenses | $161,987 | $171,483 | 5.9% |
| Recordkeeping fees per participant | $71.55 | $73.72 | 3.0% |
| Employer contributions | $9,266,723 | $9,609,468 | 3.7% |
Prior filing 20241010091141NAL0033670880001, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: ROCKLAND TRUST COMPANY; SEC registrant: ROCKLAND TRUST CO (CIK 84616, matched by EIN).