2023 Form 5500 filing — Rockbridge Capital LLC 401k 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 20241011121759NAL0021830033001) for Rockbridge Capital LLC 401k Plan, reported by Rockbridge Capital, LLC under EIN 61-1418802 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011121759NAL0021830033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rockbridge Capital, LLC
- EIN
- 61-1418802
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,091,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,091,079
- Employer contributions
- $1,144,812
- Participant contributions
- $1,547,941
- Total income / additions
- $7,560,541
- Benefits paid
- $1,575,620
- Administrative expenses
- $77,097
- Total expenses
- $1,652,717
- Net increase / (decrease)
- $5,907,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Huntington National Bank | INVESTMENT ADVISOR | $18,486 | not reported in the loaded dataset |
| Onedigital Investment Advisor | INVESTMENT ADVISOR | $9,119 | not reported in the loaded dataset |
| The Siekmann Company | THIRD PARTY ADMIN | $308 | not reported in the loaded dataset |
| John Hancock Life Ins Company | RECORDKEEPER | $308 | not reported in the loaded dataset |