Rocking Horse Ranch Operatingco 401(k) match, vesting and fees
What Rocking Horse Ranch Operatingco's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Heller Pension Associates, Inc | Schedule C ↗ |
| Independent auditor | Prager Metis Cpa'S LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,100 defined-contribution plans in accommodation and food services with 100 to 499 participants.
| Rocking Horse Ranch Operatingco: employer contribution per participant | $938 | |
| Peer median | $935 |
| Rocking Horse Ranch Operatingco: average balance | $22,375 | |
| Peer median | $24,052 |
| Rocking Horse Ranch Operatingco: admin expenses ÷ assets | 1.17% | |
| Peer median | 0.61% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $3.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 173 | $3.6M | $150K | $938 | 1.17% | Not published | Form 5500 ↗ |
Common questions
Does Rocking Horse Ranch Operatingco match 401(k) contributions?
The match terms for the Rocking Horse Ranch Profit Sharing and 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $150K in employer contributions, about $938 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rocking Horse Ranch Operatingco 401(k) match vested?
The vesting schedule for the Rocking Horse Ranch Profit Sharing and 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rocking Horse Ranch Operatingco 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Heller Pension Associates, Inc. The plan administrator is Rocking Horse Ranch Operatingco LLC.
I left Rocking Horse Ranch Operatingco. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rocking Horse Ranch Operatingco LLC, (845) 691-2927) or the recordkeeper, Heller Pension Associates, Inc. The Rocking Horse Ranch Operatingco old 401(k) page lists the contacts from every plan filing. Find an old Rocking Horse Ranch Operatingco 401(k)
Data from the public Form 5500 annual reports Rocking Horse Ranch Operatingco filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Rocking Horse Ranch Operatingco. Not financial advice. Report a correction · Methodology