Plan Ledger DOL Form 5500 · updated monthly

R. Roese Contracting, Inc.401(k)

R. ROESE CONTRACTING, INC. 401(K) PLAN · KAWKAWLIN, MI · plan year 2022

Reported admin expense ratio · 2022
0.41%

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

R. Roese Contracting, Inc. reported $21,265 in plan administrative expenses for 2022: 0.41% of average plan assets, below the peer median. Employer contributions averaged $848 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Michigan (2,073rd of 2,619), and 4,114th of 5,337 in construction. In 2022, employees put in $3.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,418,166
Participants with balances55
Active participants83
Employer contributions$70,353
Employee contributions$239,689
Employer contribution per active participant$848
Average account balance$80,330
Benefits paid to participants$906,650
Plan auditUnmodified (clean) audit opinion
The R. Roese Contracting, Inc. 401(k) match · 2022
Employer contribution per active participant$848
Median for plans this size$1,114

R. Roese Contracting, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$21,265 · 0.41%
Similar plansConstruction · Michigan
Circuit Electric, Inc. MI$4.8M · 0.63%
Pro Services, Inc MI$4.1M · 0.38%
1-800 Hansons, LLC MI$3.7M · 1.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 381886324 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.