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Original filing (PDF)20251013114002NAL0000545539001
ROCK SOLID TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
ROCK SOLID TECHNOLOGIES, INC. RETIREMENT PLAN FOR EMPLOYEES OF ROCK SOLID TECHNOLOGIES, INC.
401(k) retirement plan
Signals · 1
~106 bps in Sched C fees
Active participants
158
Accounts w/ balance
180
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
10 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 106 bps in Schedule C fees — 265% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCK SOLID TECHNOLOGIES, INC..
Plan sponsor
Name
ROCK SOLID TECHNOLOGIES, INC.
EIN
66-0548938
Address
PO BOX 195599 · SAN JUAN, PR · 00919
Phone
(787) 620-5595
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
SHARON GONZALEZ CPA'S LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $57K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RODRIGUEZ TORRES | — | HATO REY, PR | INVESTMENT ADVISOR | $25K | — |
| WHEELER RETIREMENT PLANS LLC | — | DULUTH, MN | INVESTMENT ADVISOR | $17K | — |
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| A & A EMPLOYEE BENEFITS CONSULTING | — | SAN JUAN, PR | CONTRACT ADMIN | $0 | — |
Investments
18 direct securities · 10 pooled funds· $10.7M(100% 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.
Mutual Funds
$6.5M
13 holdings
Common Collective Trust
$3.3M
10 holdings
Uncategorized
$977K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S JP MORGAN LARGE CAP GROWTH 0 | Mutual Funds | — | — | $1.2M | 11.6% | |
| S JP MORGAN CORE PLUS BOND 0 | Mutual Funds | — | — | $1.2M | 11.2% | |
| S MFS VALUE 0 | Mutual Funds | — | — | $974K | 9.0% | |
| S FIDELITY GLOBAL EX US INDEX 0 | Mutual Funds | — | — | $968K | 9.0% | |
| FIXED ANNUITIES * GREAT WEST GENERAL ACCOUNT 0 | — | — | — | $963K | 8.9% | |
| S FIDELITY SMALL CAP INDEX 0 | Mutual Funds | — | — | $843K | 7.8% | |
| GREAT GRAY TRUST AMERICAN FUND 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $769K | 7.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2055 AMERICAN CENTURY INVESTMENTS · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $762K | 7.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $583K | 5.4% | |
| S FIDELITY 500 INDEX 0 | Mutual Funds | — | — | $510K | 4.7% | |
| S FIDELITY MID CAP INDEX 0 | Mutual Funds | — | — | $475K | 4.4% | |
| GREAT GRAY TRUST AMERICAN FUND 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $418K | 3.9% | |
| GREAT GRAY TRUST AMERICAN FUND 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $352K | 3.3% | |
| GREAT GRAY TRUST AMERICAN FUND 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $284K | 2.6% | |
| S MFS INTL DIVERSIFICATION 0 | Mutual Funds | — | — | $69K | 0.6% | |
| S FIDELITY US BOND INDEX 0 | Mutual Funds | — | — | $60K | 0.6% | |
| S AMERICAN FUNDS NEW WORLD 0 | Mutual Funds | — | — | $55K | 0.5% | |
| GREAT GRAY TRUST AMERICAN FUND 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $43K | 0.4% | |
| GREAT GRAY TRUST AMERICAN FUND 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $42K | 0.4% | |
| S FIDELITY REAL ESTATE INDEX 0 | Mutual Funds | — | — | $35K | 0.3% | |
| S AMERICAN FUNDS AMERICAN BALANCED 0 | Mutual Funds | — | — | $30K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FUND 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $20K | 0.2% | |
| FIXED ANNUITIES * FORFEITURES 0 | — | — | — | $7K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $6K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| S MFS UTILITIES 0 | Mutual Funds | — | — | $2K | <0.1% |
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