How big is Rockbridge LLC's plan?

Rockbridge LLC's plan reported $364K in assets and 11 participants for 2024.

Original filing (PDF)20250722104504NAL0006618530001

Rockbridge LLC

Name: Rockbridge LLC — Form 5500 (2024)
Creator: Rockbridge LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rockbridge LLC

401(k) retirement plan · Rockbridge LLC held $364K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$364K

Net assets (EOY)

$364K

People on this filing

Nick Rice signed Rockbridge LLC's 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rockbridge LLC's EIN is 81-2127028.

EIN 81-2127028

Plan number 001

Plan year 2024

ACK ID 20250722104504NAL0006618530001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rockbridge LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rockbridge LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROCKBRIDGE LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ROCKBRIDGE LLC

EIN

all filings

Address

12397 S 300 EAST STE 250 · DRAPER, UT · 84020

Phone

(801) 893-2907

Industry

Admin Support & Waste Mgmt

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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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