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Original filing (PDF)20250926050701NAL0009776400001
ROCKLAND TRUST COMPANY
Form 5500
FILING_RECEIVED
ROCKLAND TRUST CO EE SAVINGS PS AND STOCK OWNERSHIP PLAN
401(k) retirement plan
Active participants
1,890
Accounts w/ balance
2,326
Plan assets (EOY)
$300.0M
Net assets (EOY)
$300.0M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCKLAND TRUST COMPANY.
Plan sponsor
Name
ROCKLAND TRUST COMPANY
EIN
04-1782600
Address
ROCKLAND TRUST · 2036 WASHINGTON ST · HANOVER, MA · 02339
Phone
(781) 982-6610
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $172K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | INVESTMENT MANAGER | $228 | — |
Investments
31 direct securities · 1 pooled fund· $294.4M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$263.6M
29 holdings
OTHER
$17.8M
1 holding
Common Collective Trust
$12.2M
1 holding
Uncategorized
$744K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $56.0M | 18.7% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $49.9M | 16.6% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $37.9M | 12.6% | |
| INVESTMENTS INDEPENDENT BANK CORP STOCK | OTHER | — | — | $17.8M | 5.9% | |
| VAN VALUE INDEX INST | Registered Investment Companies | — | — | $15.4M | 5.1% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $12.2M | 4.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $10.9M | 3.6% | |
| FEDERATED TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $10.4M | 3.5% | |
| NEUBERGER BERMAN GENESIS - R6 | Registered Investment Companies | — | — | $9.4M | 3.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $8.6M | 2.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $7.4M | 2.5% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $6.8M | 2.3% | |
| DWS GLBL INC BLDR FD R6 | Registered Investment Companies | — | — | $6.6M | 2.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $5.1M | 1.7% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $4.3M | 1.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $4.2M | 1.4% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $3.8M | 1.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $3.7M | 1.2% | |
| AMC GLOBAL RE - R6 | Registered Investment Companies | — | — | $3.0M | 1.0% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $3.0M | 1.0% | |
| LOOMIS SAYLES GLOBAL BOND - N | Registered Investment Companies | — | — | $2.5M | 0.8% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 0.8% | |
| DWS SHORT DURATION R6 | Registered Investment Companies | — | — | $2.4M | 0.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $2.2M | 0.7% | |
| T ROWE PRICE FLOATING RATE I | Registered Investment Companies | — | — | $2.2M | 0.7% | |
| MFS GL HIGH YIELD R6 | Registered Investment Companies | — | — | $2.0M | 0.7% | |
| TRP INFL PROTCD BOND I | Registered Investment Companies | — | — | $1.4M | 0.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 0.4% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $805K | 0.3% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $744K | 0.2% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $83K | <0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $72K | <0.1% |