Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$21.8M
Filings through .
Rockport Administrative Services, LLC
EIN 27-2831270facilities servicesLatest filing 2025
Plans
4
Retirement
2
$30.3M assets
Health & Benefits
2
$30.3M premiums
Participants
11,822
505 N. BRAND BLVD, SUITE 600 - GLENDALE, CA 91203323-330-6500LinkedIn201-500 employeesfacilities services
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $30.3M assets / 8,014 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$8.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $30.3M premiums / 813 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$28.8M
- Dental$1.5M
- Vision$1.5M
- Life$47K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ROCKPORT CLIENTS 401(K) PLAN AND TRUST
401(k)
Assets$21.8M
Participants7,719
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ROCKPORT ADMINISTRATIVE SERVICES, LLC 401(K) PLAN
401(k)
Assets$8.6M
Participants295
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
ROCKPORT ADMINISTRATIVE SERVICES CLIENTS HEALTH PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN INC
Premiums$27.7M
Covered lives547
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
ROCKPORT ADMINISTRATIVE SERVICES, LLC HEALTH PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$2.6M
Covered lives266
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ROCKPORT CLIENTS 401(K) PLAN AND TRUST | 401(k) | $21.8M | 7,719 | 2025 |
| #001 | ROCKPORT ADMINISTRATIVE SERVICES, LLC 401(K) PLAN | 401(k) | $8.6M | 295 | 2025 |
- #002 · 401(k) · 20257,719
- #001 · 401(k) · 2025295
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | ROCKPORT ADMINISTRATIVE SERVICES CLIENTS HEALTH PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN INC | $27.7M | 547 | 2025 |
| #501 | ROCKPORT ADMINISTRATIVE SERVICES, LLC HEALTH PLAN | Mixed | AETNA LIFE INSURANCE CO. | $2.6M | 266 | 2025 |
- #502 · Fully insured · KAISER FOUNDATION HEALTH PLAN INC · 2025547
- #501 · Mixed · AETNA LIFE INSURANCE CO. · 2025266
Retirement plans
Health & Benefits plans