Plan5500

Rocket Software, Inc. 401(K) Plan — Form 5500 plan (Rocket Software, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rocket Software, Inc. 401(K) Plan is a benefit plan reported by Rocket Software, Inc. under EIN 04-3090800 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,333 participants and $215,326,049 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rocket Software, Inc.
EIN
04-3090800
Plan number
001
Plan type
2
Location
Waltham, MA
Latest filing year
2023
Participants
1,333
End-of-year plan assets
$215,326,049

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,333H, C20241014144115NAL0054003138001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$215,326,049
Total liabilities (EOY)
$0
Net assets (EOY)
$215,326,049
Net assets (BOY)
$186,298,091

Income & contributions

Employer contributions
$3,581,198
Participant contributions
$13,399,571
Total contributions
$17,769,279
Total income / additions
$51,050,048

Expenses & distributions

Benefits paid
$21,817,999
Administrative expenses
$187,871
Total expenses
$22,022,090
Net increase / (decrease)
$29,027,958

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$104,313$02023
Kestra Advisory Services, LLCINVESTMENT ADVISOR$75,000not reported in the loaded dataset2023
Caron & Bletzer, PllcACCOUNTANT/AUDITOR$10,700not reported in the loaded dataset2023

Related Form 5500 pages