Rocco Altobelli, Inc.401(k)
ROCCO ALTOBELLI, INC. 401(K) PLAN · BURNSVILLE, MN · plan year 2023
Rocco Altobelli, Inc. reported $91,945 in plan administrative expenses for 2023: 0.87% 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.
Across the 2 years on file its reported administrative ratio fell from 0.84% to 0.70%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Minnesota (1,240th of 1,918), and the 1,563rd of 3,341 in other services. active participation has shrunk from 118 to 88 since 2022.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Rocco Altobelli, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 411226659 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.