Roc Service Company, LLC 401(K) Plan — Form 5500 plan (Roc Service Company, LLC)
Plain-English plan 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, Roc Service Company, LLC 401(K) Plan is a benefit plan reported by Roc Service Company, LLC under EIN 27-0507316 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $4,955,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roc Service Company, LLC
- EIN
- 27-0507316
- Plan number
- 001
- Plan type
- 2
- Location
- Canonsburg, PA
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $4,955,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20241003234756NAL0018340496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,955,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,955,005
- Net assets (BOY)
- $3,870,088
Income & contributions
- Employer contributions
- $307,237
- Participant contributions
- $587,895
- Total contributions
- $937,487
- Total income / additions
- $1,668,827
Expenses & distributions
- Benefits paid
- $480,171
- Administrative expenses
- $47,759
- Total expenses
- $583,910
- Net increase / (decrease)
- $1,084,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First National Trust Company | ADVISOR FEES | $20,493 | $0 | 2023 |
| Stancorp Financial Group | NONE | $18,364 | not reported in the loaded dataset | 2023 |
| Advanced Processing | ONE OFF FEES | $6,203 | not reported in the loaded dataset | 2023 |
| Loren D Stark Company | TPA ALLOWANCE | $2,698 | $2,161 | 2023 |
| Standard Retirement Services | NONE | $0 | $346 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roc Service Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Canonsburg, PA
- First National Trust Company — Schedule C compensation
- Stancorp Financial Group — Schedule C compensation
- Advanced Processing — Schedule C compensation
- Loren D Stark Company — Schedule C compensation
- Standard Retirement Services — Schedule C compensation