Plan Ledger DOL Form 5500 · updated monthly

Rockpoint Management, LLC401(k)

ROCKPOINT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Rockpoint Management, LLC reported $11,697 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,505 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 rose from 0.01% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 928th-largest of 5,688 plans among Texas employers on file, and the 233rd of 2,096 in real estate & leasing. In 2024, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$60,782,213
Participants with balances271
Active participants197
Employer contributions$2,069,529
Employee contributions$3,031,559
Employer contribution per active participant$10,505
Average account balance$224,289
Benefits paid to participants$2,041,750
Plan auditUnmodified (clean) audit opinion
AuditorMEISEL TUTEUR LEWIS P.C
Plan history3
Yearassets · accounts · employer contribution
2024$60.8M · 271 accts · $2.1M emplr
2023$49.7M · 269 accts · $2.2M emplr
2022$38.2M · 247 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$317
Investment management$11,380
Total administrative$11,697
The Rockpoint Management, LLC 401(k) match · 2024
Employer contribution per active participant$10,505
Median for plans this size$3,635
2024$10,505 per active participant
2023$10,723 per active participant
2022$9,215 per active participant

Rockpoint Management, LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$11,697
CHARLES SCHWAB & CO., INC. · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$11,697 · 0.02%
2023$7,301 · 0.02%
2022$4,868 · 0.01%
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Dwyer Franchising LLC TX$71.8M · 0.26%
Rpm Living, LLC TX$64.4M · 0.80%
Belmont Village, L.P. TX$59.2M · 0.32%
Versabar, Incorporated TX$53.9M · 0.18%
Cws Capital Partners LLC TX$48.9M · 0.40%
Pritchard & Abbott, Inc. TX$48.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161680492 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.