ROC Service Company, LLC's EIN is 27-0507316.
Download the official 2024 Form 5500 (PDF) for ROC Service Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ROC Service Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST NATIONAL TRUST COMPANY | 20-0433578 | PITTSBURGH, PA | ADVISOR FEES | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.1M | 18.1% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.1M | 17.4% | |
| Registered Investment Funds Fidelity International Index Fund | Common Collective Trusts | — | — | $949K | 15.4% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $628K | 10.2% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $558K | 9.1% | |
| T. Rowe Price Balanced I Class | Other securities | — | — | $523K | 8.5% | |
| Guaranteed Contracts * The Standard Stable Asset Fund A | Other securities | — | — | $497K | 8.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $343K | 5.6% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $199K | 3.2% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $192K | 3.1% | |
| Harbor Capital Appreciation Fund Retirement | Other securities | — | — | $45K | 0.7% | |
| MFS Investment Management Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $37K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOREN D STARK COMPANY | — | HOUSTON, TX | TPA ALLOWANCE | $2K | — |
| PENSION PLAN SPECIALISTS, PC | — | — | TPA PASSTHROUGH | $240 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANCED PROCESSING | — | — | ONE OFF FEES | $798 | — |
| STANDARD RETIREMENT SERVICES | 25-1838406 | — | NONE | $0 | — |
