Original filing (PDF)20250519121630NAL0002636994001

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

Name: ROCKBRIDGE INVESTMENT MANAGEMENT, LLC — ROCKBRIDGE INVESTMENT MANAGEMENT 401(K), Form 5500 (2024)
Creator: ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

ROCKBRIDGE INVESTMENT MANAGEMENT 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCKBRIDGE INVESTMENT MANAGEMENT, LLC.

Plan sponsor

Name

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

EIN

16-1558455

Address

220 S WARREN STREET · 9TH FLOOR · SYRACUSE, NY · 13202

Phone

(315) 671-1923

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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