Plan Ledger DOL Form 5500 · updated monthly

Rochelle Leigh Group LLC401(k)

ROCHELLE LEIGH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
1.23%

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

Rochelle Leigh Group LLC reported $23,091 in plan administrative expenses for 2024: 1.23% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,067 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 1.75% to 1.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Wisconsin (1,823rd of 1,936), and 2,835th of 3,341 in other services. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has grown from 140 to 158 since 2022.

Plan summary
Net assets, end of year$2,146,470
Participants with balances211
Active participants158
Employer contributions$168,621
Employee contributions$291,337
Employer contribution per active participant$1,067
Average account balance$10,173
Benefits paid to participants$151,312
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 211 accts · $169K emplr
2023$1.6M · 199 accts · $141K emplr
2022$1.2M · 158 accts · $120K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,510
Investment management$7,721
Trustee / custodial$860
Total administrative$23,091
The Rochelle Leigh Group LLC 401(k) match · 2024
Employer contribution per active participant$1,067
Median for plans this size$1,313
2024$1,067 per active participant
2023$935 per active participant
2022$858 per active participant

Rochelle Leigh Group LLC's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PAYCHEX, INC. · Recordkeeping$11,565
KERBERROSE WEALTH MANAGEMENT, LLC · Investment advisory (participants)$7,721

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

Recordkeeper by year2
2024Paychex
2023KERBERROSE WEALTH MANAGEMENT, LLC, Paychex

This plan has changed recordkeepers within these filings. If you left Rochelle Leigh Group LLC 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).

Administrative cost history3
2024$23,091 · 1.23%
2023$21,163 · 1.51%
2022$21,247 · 1.75%
Similar plansOther Services · Wisconsin
Fraser Industries WI$3.2M · 1.61%
Quillin's, Inc. WI$2.8M · 1.34%
Vaquero Genios Inc. WI$150 · 0.90%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 202428669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.