2023 Form 5500 filing — Rocket Software, Inc. 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 20241014144115NAL0054003138001) for Rocket Software, Inc. 401(K) Plan, reported by Rocket Software, Inc. under EIN 04-3090800 and plan number 001. It reports 1,333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144115NAL0054003138001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rocket Software, Inc.
- EIN
- 04-3090800
- Plan number
- 001
- Location
- Waltham, MA
- Participants
- 1,333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $215,326,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $215,326,049
- Employer contributions
- $3,581,198
- Participant contributions
- $13,399,571
- Total income / additions
- $51,050,048
- Benefits paid
- $21,817,999
- Administrative expenses
- $187,871
- Total expenses
- $22,022,090
- Net increase / (decrease)
- $29,027,958
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $104,313 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISOR | $75,000 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | ACCOUNTANT/AUDITOR | $10,700 | not reported in the loaded dataset |