Department of Labor filing

ROCK CAPITAL HOLDINGS LLC

MPOWERHEALTH 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

23filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,432

Reported employer contributions per active participant.

Higher than about 23% of comparable plans

#People in the filing

741

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$178 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 23% of comparable plans

↗Investment performance

Not available

Plan assets changed 35.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202423out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions23rd percentileTypical peer $3,106 · based on 1,380 comparable plans

Lower reported administrative expense23rd percentileTypical peer $113 · based on 1,398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ROCK CAPITAL HOLDINGS LLC reported $1,060,866 in employer contributions across the plan and 741 active participants. That works out to $1,432 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy90%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 26.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 54.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context23/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,060,866
Participant contributions: $2,201,518
Other contributions: $640,289
Employer share of reported contributions: 32.5%
Beginning assets: $12,553,352
Ending assets: $16,946,528
Ending net assets: $16,946,528
Ending liabilities: $0
Total income: $5,735,894
Total expenses: $1,342,718
Administrative expenses: $84,232
Participant loans: $208,277

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,955

2023

$2,510

2024

$1,432

Plan-paid administrative expenses per participant

2022

$115

2023

$130

2024

$178

Active participants

2022

425

2023

396

2024

741

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,432	741	16.9M	20251009160325NAL0006873249001
2023	$2,510	396	12.6M	20241014162715NAL0013620595001
2022	$1,955	425	8.4M	20230728115221NAL0013746817001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 832715107-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2015
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K3B2T3H2A3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251009160325NAL0006873249001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗