Plan Ledger DOL Form 5500 · updated monthly

Rockwood Capital, LLC401(k)

ROCKWOOD CAPITAL 401(K) RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Rockwood Capital, LLC reported $109,911 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $14,730 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 3 years on file its reported administrative ratio has held roughly steady near 0.196%. 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 1,507th-largest of 9,483 plans among California employers on file, and the 232nd of 2,096 in real estate & leasing. In 2024, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$61,147,851
Participants with balances126
Active participants80
Employer contributions$1,178,373
Employee contributions$1,677,866
Employer contribution per active participant$14,730
Average account balance$485,300
Benefits paid to participants$1,008,049
Plan auditUnmodified (clean) audit opinion
AuditorFRANK, RIMERMAN & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$61.1M · 126 accts · $1.2M emplr
2023$50.9M · 129 accts · $1.2M emplr
2022$45.2M · 136 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,456
Total administrative$109,911
The Rockwood Capital, LLC 401(k) match · 2024
Employer contribution per active participant$14,730
Median for plans this size$3,635
2024$14,730 per active participant
2023$13,380 per active participant
2022$12,441 per active participant

Rockwood Capital, 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 · 20244
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$50,000
EMPOWER ADVISORY GROUP, LLC · Investment management$26,533
CALIFORNIA RETIREMENT PLANS, INC. · Contract administrator$730

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$109,911 · 0.20%
2023$96,243 · 0.20%
2022$98,858 · 0.20%
Similar plansReal Estate & Leasing · California
Electro Rent Corporation CA$64.7M · 0.07%
Marcus & Millichap Company CA$64.0M · 0.02%
H.G. Fenton Company CA$58.2M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204855911 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.