Roco Management 401k Plan — Form 5500 plan (Roco Management)
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, Roco Management 401k Plan is a benefit plan reported by Roco Management under EIN 47-5571246 and plan number 001. The latest loaded filing year is 2023. The filing reports 545 participants and $2,432,490 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.4MPlan net assets, end of year$2,424,768
Participants545Covered participants reported
Assets / participant$4.5KComputed: assets ÷ participants$4,463 (computed)
Provider compensation$88.2K3 Schedule C provider row(s)$88,178
- Plan sponsor
- Roco Management
- EIN
- 47-5571246
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomfield, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 545 | H, C | 20241015115502NAL0047696608001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$7.7K
Full reported line items
Net assets
- Total assets (EOY)
- $2,432,490
- Total liabilities (EOY)
- $7,722
- Net assets (EOY)
- $2,424,768
- Net assets (BOY)
- $2,223,194
Income & contributions
- Employer contributions
- $126,264
- Participant contributions
- $290,292
- Total contributions
- $418,221
- Total income / additions
- $836,378
Expenses & distributions
- Benefits paid
- $539,849
- Administrative expenses
- $86,929
- Total expenses
- $634,804
- Net increase / (decrease)
- $201,574
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets26%Computed ratio
Benefits paid ÷ total income65%Computed ratio
Provider comp. ÷ net assets4%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Futureplan Fiduciary Services, LLC | RECORDEKEEPER | $56,271 | $0 | 2023 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $26,166 | $0 | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISORY - PL | $5,741 | not reported in the loaded dataset | 2023 |