Plan Ledger DOL Form 5500 · updated monthly

Rauch North America, Inc.401(k)

RAUCH NORTH AMERICA INC 401(K) PROFIT SHARING PLAN & TRUST · WADDELL, AZ · plan year 2024

Reported admin expense ratio · 2024
1.49%

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

Rauch North America, Inc. reported $78,427 in plan administrative expenses for 2024: 1.49% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,409 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 5.20% to 1.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Arizona (753rd of 1,285), and 10,484th of 13,661 in manufacturing. In 2024, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,390,013
Participants with balances418
Active participants378
Employer contributions$910,474
Employee contributions$1,237,876
Employer contribution per active participant$2,409
Average account balance$15,287
Benefits paid to participants$909,154
Plan auditUnmodified (clean) audit opinion
AuditorJDS PROFESSIONAL GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 418 accts · $910K emplr
2023$4.2M · $884K emplr
2022$2.1M · 400 accts · $581K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,427
Total administrative$78,427
The Rauch North America, Inc. 401(k) match · 2024
Employer contribution per active participant$2,409
Median for plans this size$1,313
2024$2,409 per active participant
2023$2,422 per active participant
2022$1,493 per active participant

Rauch North America, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$78,427
MSH CAPITAL ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$78,427 · 1.49%
2023$177,516 · 5.64%
2022$75,721 · 5.20%
Same employer
Similar plansManufacturing · Arizona
United Metal Products AZ$6.6M · 0.18%
Innovative Health, LLC AZ$6.4M · 0.30%
Vantage Mobility, LLC AZ$5.9M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611952029 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.