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Sponsor portfolio

ROTHROCK CONSTRUCTION, LLC

EIN 26-0428643-construction-Latest filing 2025
Plans
2
Retirement
2
$331K assets
Welfare
0
Participants
11
2149 US-1 - JUPITER, FL 33477561-603-6168rothrockconstruction.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001CashBalance-$288K - 4 part#002ProfitSharing-$43K - 7 part

Retirement portfolio analytics

2 plans aggregated / $331K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • CASH BALANCE PLAN (#001)87%
  • RC INVESTMENTS 401(K) (#002)13%
Total $331KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RC INVESTMENTS 401(K) (#002)7
  • CASH BALANCE PLAN (#001)4
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RC INVESTMENTS CASH BALANCE PLAN

CashBalance

Assets$288K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RC INVESTMENTS 401(K) PLAN

ProfitSharing

Assets$43K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RC INVESTMENTS CASH BALANCE PLANCashBalance$288K42024
002RC INVESTMENTS 401(K) PLANProfitSharing$43K72025
Retirement plans
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