2023 Form 5500 filing — Rock Holdings & Associated Companies Savings 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 20241016144631NAL0030765649001) for Rock Holdings & Associated Companies Savings Plan, reported by Rock Holdings, Inc. under EIN 51-0415135 and plan number 005. It reports 26,746 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016144631NAL0030765649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rock Holdings, Inc.
- EIN
- 51-0415135
- Plan number
- 005
- Location
- Detroit, MI
- Participants
- 26,746
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,925,817,555
- Total liabilities (EOY)
- $272
- Net assets (EOY)
- $1,925,817,283
- Employer contributions
- $28,584,213
- Participant contributions
- $144,718,352
- Total income / additions
- $504,385,327
- Benefits paid
- $212,171,568
- Administrative expenses
- $1,582,624
- Total expenses
- $214,419,787
- Net increase / (decrease)
- $289,965,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,040,007 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $529,439 | not reported in the loaded dataset |
| Creative Planning, LLC | CONSULTANT | $81,250 | not reported in the loaded dataset |
| Plante Moran | ACCOUNTANT/AUDITOR | $26,750 | not reported in the loaded dataset |