Plans listing this provider
17
0.03% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Rockland Trust
Rockland Trust
- Service provider, as named on Schedule C
- EIN 041782600
- Plan year 2024
- Direct compensation reported $306,575
Assets of those plans
$333,669,022
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
6
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$306,575
82% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 99 | Other fees | 9 |
| 50 | Direct payment from the plan | 7 |
| 21 | Trustee (bank, trust company or similar) | 6 |
| 64 | Recordkeeping fees | 6 |
| 49 | Other services | 6 |
| 27 | Investment advisory (plan) | 6 |
| 15 | Recordkeeping and information management | 6 |
| 26 | Investment advisory (participants) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Morrison Mahoney LLP Profit Sharing - 401(k) Plan | Morrison Mahoney | $92,810,273 | 264 | $30,000 |
| Procaccianti Companies, Inc. 401(k) Plan | TPG Companies | $28,418,553 | 219 | $0 |
| Human Services Management Corporation 401k and Profit Sharing Plan | Human Services Management | $27,059,536 | 652 | $17,500 |
| General Sheet Metal Co., Inc. 401(k) Profit Sharing Plan | General Sheet Metal | $26,668,409 | 167 | $25,000 |
| Lenox Hospitality Services, Inc. 401(k) Plan | Lenox Hospitality Services | $25,644,373 | 761 | $0 |
| Primo Medical Group, Inc. 401(k) Profit Sharing Plan | Primo Medical Group | $18,482,079 | 486 | $29,251 |
| Norwell VNA and Hospice 401(k) Plan & Trust | Norwell Visiting Nurse Association | $17,718,569 | 427 | $33,233 |
| J. Derenzo Co. 401(k) Profit Sharing Plan | J. Derenzo | $17,156,370 | 100 | $19,689 |
| Dynavac 401(k) Planrecordkeeper | Vacuum Technology Associates | $13,561,149 | 127 | $30,633 |
| Greater New Bedford Community Health Center, Inc. 403(b) Plan | Greater New Bedford Community Health Center | $12,201,574 | 349 | $0 |
| Milton's Distributing Co., Inc. 401(k) Planrecordkeeper | Miltons Distributing | $11,947,590 | 176 | $26,188 |
| Spencer Technologies, Inc. 401(k) Profit Sharing Planrecordkeeper | Spencer Technologies | $10,952,255 | 476 | $15,099 |
| Lafrance Brothers, Inc. 401(k) Profit Sharing Planrecordkeeper | Lafrance Brothers | $9,948,033 | 178 | $33,893 |
| Sheffield Pharmaceuticals, LLC Retirement Plan | Sheffield Pharmaceuticals | $7,467,152 | 117 | $9,999 |
| Spectrum Lighting 401(k) Profit Sharing Plan | Spectrum Lighting | $5,421,398 | 144 | $13,377 |
| Neighborhood Assistance Corporation of America 401k Profrecordkeeper | Neighborhood Assistance Corporat | $5,339,070 | 196 | $14,326 |
| Elliott Physical Therapy Inc 401k Profit Sharing Plan and TRrecordkeeper | Elliott Physical Therapy | $2,872,639 | 128 | $8,387 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.