Rock Holdings & Associated Companies Savings Plan
Sponsored by Rock Holdings, Inc. · EIN 510415135 · Plan #005
- Total assets
- $2.2B
- Net assets
- $2.2B
- Active participants
- 15,943
- With balances
- 21,497
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $767,947 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $520,784 |
| Creative Planning, Llc | Consulting (general) | $90,000 |