Plan Ledger DOL Form 5500 · updated monthly

Grease Monkey401(k)

ROLLING STOCK INC 401K · SANDPOINT, ID · plan year 2023

Reported admin expense ratio · 2023
0.66%

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

Grease Monkey reported $3,080 in plan administrative expenses for 2023: 0.66% of average plan assets, below the peer median. Employer contributions averaged $138 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Idaho (336th of 349), and 4,187th of 4,246 in wholesale trade. In 2023, employees put in $11.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$502,850
Participants with balances125
Active participants35
Employer contributions$4,818
Employee contributions$54,407
Employer contribution per active participant$138
Average account balance$4,023
Benefits paid to participants$50,319
Plan auditUnmodified (clean) audit opinion
AuditorCLOCKWORK ACCOUNTING
Plan history2
Yearassets · accounts · employer contribution
2024$0
2023$503K · 125 accts · $5K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,080
Total administrative$3,080
The Grease Monkey 401(k) match · 2023
Employer contribution per active participant$138
Median for plans this size$522

Grease Monkey's 2023 employer contribution ran below the $522 median for plans its size, in the bottom quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP, INC. · Recordkeeping$3,080

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history2
2024Not separately reported
2023$3,080 · 0.66%
Similar plansWholesale Trade · Idaho
Rs&I Inc. ID$8.4M · 0.34%
Premier Performance, LLC ID$7.3M · 0.56%
Kyani, Inc ID$3.4M · 0.58%
Perryton Equity Exchange TX$576K · 1.08%
United Fruit and Produce MO$536K · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205786966 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.