Plan Ledger DOL Form 5500 · updated monthly

Rockport Administrative Services, LLC401(k)

ROCKPORT CLIENTS 401(K) PLAN AND TRUST · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

Rockport Administrative Services, LLC reported $38,624 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. 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 5 years on file its reported administrative ratio has held roughly steady near 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,013th-largest of 9,483 plans among California employers on file, and the 4,091st of 11,911 in health care & social assistance. active participation has shrunk from 6,697 to 5,477 since 2020.

Plan summary
Net assets, end of year$17,280,771
Participants with balances843
Active participants5,477
Employer contributions—
Employee contributions$2,288,880
Employer contribution per active participant—
Average account balance$20,499
Benefits paid to participants$1,373,341
Plan auditUnmodified (clean) audit opinion
AuditorWEINBERG & COMPANY, P.A.
Plan history4
Yearassets · accounts · employer contribution
2024$17.3M · 843 accts
2023$14.2M · 774 accts
2022$11.8M · 802 accts
2020$10.7M
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,624
Total administrative$38,624
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 · 20241
JOHN HANCOCK USA · Recordkeeping · Investment management$6,726

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2024$38,624 · 0.25%
2023$37,019 · 0.28%
2022$31,781 · 0.26%
2020$22,438 · 0.23%
All plans at this employer2
ROCKPORT ADMINISTRATIVE SERVICES, LLC 401(K) PLAN401(k)
ROCKPORT CLIENTS 401(K) PLAN AND TRUST401(k)
Same employer
Similar plansHealth Care & Social Assistance · California
Hall Ambulance Service Inc. CA$17.3M · 0.11%
Brillant Corners CA$17.1M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272831270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.