Plan Ledger DOL Form 5500 · updated monthly

Eagle Rock Distributing Company401(k)

EAGLE ROCK DISTRIBUTING COMPANY 401(K) PROFIT SHARING PLAN · NORCROSS, GA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Eagle Rock Distributing Company reported $117,956 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $2,528 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 0.32% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 408th-largest of 2,160 plans among Georgia employers on file, and the 693rd of 4,246 in wholesale trade. In 2024, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$59,086,894
Participants with balances958
Active participants671
Employer contributions$1,696,199
Employee contributions$2,697,991
Employer contribution per active participant$2,528
Average account balance$61,677
Benefits paid to participants$5,219,755
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$59.1M · 958 accts · $1.7M emplr
2023$52.8M · 1,000 accts · $1.7M emplr
2022$43.9M · 777 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,987
Investment management$42,969
Total administrative$117,956
The Eagle Rock Distributing Company 401(k) match · 2024
Employer contribution per active participant$2,528
Median for plans this size$3,635
2024$2,528 per active participant
2023$2,310 per active participant
2022$2,682 per active participant

Eagle Rock Distributing Company's 2024 employer contribution ran below the $3,635 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 · 20242
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$102,227
MORGAN STANLEY GLOBAL · Investment advisory (plan)$42,969

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$117,956 · 0.21%
2023$129,505 · 0.27%
2022$149,897 · 0.32%
Same employer
Similar plansWholesale Trade · Georgia
Yanmar America Corporation GA$73.2M · 0.29%
S.P. Richards Company GA$66.8M · 0.12%
Gourmet Foods International GA$58.6M · 0.29%
Triangle Chemical Company GA$56.4M · 0.18%
Tom Barrow Co. GA$54.3M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582532427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.