Rockbridge Capital LLC 401k Plan — Form 5500 plan (Rockbridge Capital, LLC)
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, Rockbridge Capital LLC 401k Plan is a benefit plan reported by Rockbridge Capital, LLC under EIN 61-1418802 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $30,091,079 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rockbridge Capital, LLC
- EIN
- 61-1418802
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $30,091,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20241011121759NAL0021830033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,091,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,091,079
- Net assets (BOY)
- $24,183,255
Income & contributions
- Employer contributions
- $1,144,812
- Participant contributions
- $1,547,941
- Total contributions
- $2,742,433
- Total income / additions
- $7,560,541
Expenses & distributions
- Benefits paid
- $1,575,620
- Administrative expenses
- $77,097
- Total expenses
- $1,652,717
- Net increase / (decrease)
- $5,907,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Huntington National Bank | INVESTMENT ADVISOR | $18,486 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisor | INVESTMENT ADVISOR | $9,119 | not reported in the loaded dataset | 2023 |
| The Siekmann Company | THIRD PARTY ADMIN | $308 | not reported in the loaded dataset | 2023 |
| John Hancock Life Ins Company | RECORDKEEPER | $308 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rockbridge Capital, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- The Huntington National Bank — Schedule C compensation
- Onedigital Investment Advisor — Schedule C compensation
- The Siekmann Company — Schedule C compensation
- John Hancock Life Ins Company — Schedule C compensation