Rockport Administrative Services 401(k) match, vesting and fees
What Rockport Administrative Services' 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 | John Hancock USA | Schedule C ↗ |
| Independent auditor | Weinberg & Company, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Rockport Administrative Services: employer contribution per participant | — | |
| Peer median | $1,337 |
| Rockport Administrative Services: average balance | $20,499 | |
| Peer median | $35,764 |
| Rockport Administrative Services: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.6M at the end of plan year 2021 to $17.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,845 | $17.3M | — | — | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 6,800 | $14.2M | — | — | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 6,622 | $11.8M | — | — | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 6,771 | $12.6M | — | — | 0.24% | Not published | Form 5500 ↗ |
Other Rockport Administrative Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Rockport Administrative Services, LLC 401(k) Plan
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 | John Hancock Life Ins Company USA | Schedule C ↗ |
| Independent auditor | Weinberg & Company, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Rockport Administrative Services match 401(k) contributions?
The match terms for the Rockport Clients 401(k) Plan and Trust have not been published from its filing yet.
When is the Rockport Administrative Services 401(k) match vested?
The vesting schedule for the Rockport Clients 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rockport Administrative Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock USA. The plan administrator is Rockport Administrative Services, LLC.
I left Rockport Administrative Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rockport Administrative Services, LLC, (323) 330-6500) or the recordkeeper, John Hancock USA. The Rockport Administrative Services old 401(k) page lists the contacts from every plan filing. Find an old Rockport Administrative Services 401(k)
Data from the public Form 5500 annual reports Rockport Administrative Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 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 Rockport Administrative Services. Not financial advice. Report a correction · Methodology