Plan Ledger DOL Form 5500 · updated monthly

Coulter Ventures LLC dba Rogue Fitness401(k)

ROGUE FITNESS 401(K) PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.31%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Coulter Ventures LLC dba Rogue Fitness reported $49,106 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $1,429 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.39% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,504th-largest of 3,295 plans among Ohio employers on file, and the 1,726th of 5,215 in retail trade. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has shrunk from 686 to 562 since 2022.

Plan summary
Net assets, end of year$16,847,967
Participants with balances684
Active participants562
Employer contributions$802,978
Employee contributions$1,463,004
Employer contribution per active participant$1,429
Average account balance$24,632
Benefits paid to participants$2,158,852
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 684 accts · $803K emplr
2023$14.4M · 681 accts · $964K emplr
2022$11.0M · 787 accts · $587K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,884
Investment management$36,021
Trustee / custodial$11,201
Total administrative$49,106
The Coulter Ventures LLC dba Rogue Fitness 401(k) match · 2024
Employer contribution per active participant$1,429
Median for plans this size$2,416
2024$1,429 per active participant
2023$1,660 per active participant
2022$856 per active participant

Coulter Ventures LLC dba Rogue Fitness's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
MILLIMAN, INC. · Recordkeeping · Loan processing$1,884
EVERHART FINANCIAL GROUP INC. · Accounting / audit$36,021
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee$11,201
CHARLES SCHWAB & CO., INC. · Custodial (securities)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Milliman
2023Milliman

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$49,106 · 0.31%
2023$45,078 · 0.35%
2022$45,855 · 0.39%
Same employer
Similar plansRetail Trade · Ohio
Beechmont Investments, Inc. OH$17.5M · 0.84%
Riesbeck Food Markets Inc OH$17.2M · 0.13%
Ecs Tuning, LLC OH$16.8M · 0.19%
Blue Technologies, Inc. OH$16.3M · 0.41%
McCluskey Chevrolet, Inc. OH$16.2M · 0.38%
Englefield, Inc. OH$16.0M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262409457 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.