Plan Ledger DOL Form 5500 · updated monthly

Rochelle Holding Company401(k)

ROCHELLE HOLDING COMPANY 401(K) PLAN · RICHMOND, VA · plan year 2022

Reported admin expense ratio · 2022
0.42%

Rochelle Holding Company reported $11,760 in plan administrative expenses for 2022: 0.42% of average plan assets, below the peer median. 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 accommodation & food services employers. By assets it is among the smaller plans on file in Virginia (2,054th of 2,266), and 1,349th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$2,331,855
Participants with balances40
Active participants209
Employer contributions—
Employee contributions$116,481
Employer contribution per active participant—
Average account balance$58,296
Benefits paid to participants$411,882
Plan auditUnmodified (clean) audit opinion
AuditorWELLSCOLEMAN AND COMPANY, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,760
Total administrative$11,760
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$11,760 · 0.42%
Similar plansAccommodation & Food Services · Virginia
Landmark Hotel Group, LLC VA$2.4M · 1.28%
Atlantic Coast Dining Inc VA$2.4M · 0.05%
McOffice, LLC VA$2.3M · 1.19%
Catie Food Systems Inc VA$2.2M · 0.19%
Mdt, LLC VA$1.7M · 0.94%
Ncc Ee ,LLC VA$1.5M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540844754 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.