2023 Form 5500 filing — Roco Management 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 20241015115502NAL0047696608001) for Roco Management 401k Plan, reported by Roco Management under EIN 47-5571246 and plan number 001. It reports 545 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.4MReported net assets$2,424,768
Participants545
Provider compensation$88.2K3 Schedule C row(s)$88,178
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015115502NAL0047696608001
- Plan sponsor
- Roco Management
- EIN
- 47-5571246
- Plan number
- 001
- Location
- Bloomfield, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$7.7K
Full reported line items
- Total assets (EOY)
- $2,432,490
- Total liabilities (EOY)
- $7,722
- Net assets (EOY)
- $2,424,768
- Employer contributions
- $126,264
- Participant contributions
- $290,292
- Total income / additions
- $836,378
- Benefits paid
- $539,849
- Administrative expenses
- $86,929
- Total expenses
- $634,804
- Net increase / (decrease)
- $201,574
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | RECORDEKEEPER | $56,271 | $0 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $26,166 | $0 |
| Nfp Retirement Inc | INVESTMENT ADVISORY - PL | $5,741 | not reported in the loaded dataset |