2023 Form 5500 filing — Roc Service Company, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003234756NAL0018340496001) for Roc Service Company, LLC 401(K) Plan, reported by Roc Service Company, LLC under EIN 27-0507316 and plan number 001. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003234756NAL0018340496001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roc Service Company, LLC
- EIN
- 27-0507316
- Plan number
- 001
- Location
- Canonsburg, PA
- Participants
- 252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,955,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,955,005
- Employer contributions
- $307,237
- Participant contributions
- $587,895
- Total income / additions
- $1,668,827
- Benefits paid
- $480,171
- Administrative expenses
- $47,759
- Total expenses
- $583,910
- Net increase / (decrease)
- $1,084,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First National Trust Company | ADVISOR FEES | $20,493 | $0 |
| Stancorp Financial Group | NONE | $18,364 | not reported in the loaded dataset |
| Advanced Processing | ONE OFF FEES | $6,203 | not reported in the loaded dataset |
| Loren D Stark Company | TPA ALLOWANCE | $2,698 | $2,161 |
| Standard Retirement Services | NONE | $0 | $346 |