Plan Ledger DOL Form 5500 · updated monthly

Rock Capital Holdings LLC401(k)

MPOWERHEALTH 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.57%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Rock Capital Holdings LLC reported $84,232 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,432 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.65% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,253rd-largest of 5,688 plans among Texas employers on file, and 6,150th of 11,654 in professional & technical services. In 2024, employees put in $2.08 for every $1.00 the employer contributed; active participation has grown from 425 to 741 since 2022.

Plan summary
Net assets, end of year$16,946,528
Participants with balances444
Active participants741
Employer contributions$1,060,866
Employee contributions$2,201,518
Employer contribution per active participant$1,432
Average account balance$38,168
Benefits paid to participants$1,258,486
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.9M · 444 accts · $1.1M emplr
2023$12.6M · 348 accts · $994K emplr
2022$8.4M · 315 accts · $831K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,328
Investment management$41,904
Total administrative$84,232
The Rock Capital Holdings LLC 401(k) match · 2024
Employer contribution per active participant$1,432
Median for plans this size$2,416
2024$1,432 per active participant
2023$2,510 per active participant
2022$1,955 per active participant

Rock Capital Holdings LLC's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$42,328
MMA SECURITIES · Investment advisory (plan)$33,015
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,889

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$84,232 · 0.57%
2023$62,228 · 0.59%
2022$54,722 · 0.65%
Same employer
Similar plansProfessional & Technical Services · Texas
Lone Star Aerospace, Inc. TX$17.2M · 0.48%
Lamb-Star Engineering, LLC TX$17.0M · 0.45%
Sourcehov Tax, LLC TX$17.0M · 0.47%
Bandini Enterprises, Inc. TX$16.9M · 0.37%
M&S Engineering, LLC TX$16.6M · 0.17%
The Flippen Group, LLC TX$16.6M · 0.81%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 832715107 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.