Plan Ledger DOL Form 5500 · updated monthly

Joy Rockwell Enterprises Inc.401(k)

JOY ROCKWELL ENTERPRISES INC 401K PLAN · CLEARWATER, FL · plan year 2022

Reported admin expense ratio · 2022
1.28%

Joy Rockwell Enterprises Inc. reported $25,448 in plan administrative expenses for 2022: 1.28% of average plan assets, higher than ~90% of peers. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Florida (3,153rd of 3,644), and 12,896th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$1,833,874
Participants with balances78
Active participants352
Employer contributions—
Employee contributions$156,180
Employer contribution per active participant—
Average account balance$23,511
Benefits paid to participants$8,761
Plan auditUnmodified (clean) audit opinion
AuditorFRSCPA, PLLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$16,231
Investment management$9,217
Total administrative$25,448
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$25,448 · 1.28%
Same employer
Similar plansManufacturing · Florida
Ideal Deals, LLC FL$2.0M · 0.74%
Msp Industries, LLC FL$1.9M · 0.86%
The Yerba Mate Co. LLC FL$1.8M · 1.47%
West Tampa Glass Company FL$1.7M · 0.82%
M & B Products Inc FL$1.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593451625 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.