Rock Holdings & Associated Companies Savings Plan — Form 5500 plan (Rock Holdings, 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, Rock Holdings & Associated Companies Savings Plan is a benefit plan reported by Rock Holdings, Inc. under EIN 51-0415135 and plan number 005. The latest loaded filing year is 2023. The filing reports 26,746 participants and $1,925,817,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rock Holdings, Inc.
- EIN
- 51-0415135
- Plan number
- 005
- Plan type
- 2
- Location
- Detroit, MI
- Latest filing year
- 2023
- Participants
- 26,746
- End-of-year plan assets
- $1,925,817,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26,746 | H, C | 20241016144631NAL0030765649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,925,817,555
- Total liabilities (EOY)
- $272
- Net assets (EOY)
- $1,925,817,283
- Net assets (BOY)
- $1,635,851,743
Income & contributions
- Employer contributions
- $28,584,213
- Participant contributions
- $144,718,352
- Total contributions
- $182,742,766
- Total income / additions
- $504,385,327
Expenses & distributions
- Benefits paid
- $212,171,568
- Administrative expenses
- $1,582,624
- Total expenses
- $214,419,787
- Net increase / (decrease)
- $289,965,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,040,007 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $529,439 | not reported in the loaded dataset | 2023 |
| Creative Planning, LLC | CONSULTANT | $81,250 | not reported in the loaded dataset | 2023 |
| Plante Moran | ACCOUNTANT/AUDITOR | $26,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rock Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Detroit, MI
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation
- Plante Moran — Schedule C compensation