Plan Ledger DOL Form 5500 · updated monthly

Rochester Homes, Inc.401(k)

ROCHESTER HOMES, INC. · ROCHESTER, IN · plan year 2023

Reported admin expense ratio · 2023
2.02%

Rochester Homes, Inc. reported $30,242 in plan administrative expenses for 2023: 2.02% 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 1 year on file its reported administrative ratio rose from 0.88% to 2.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Indiana (1,430th of 1,562), and 4,923rd of 5,337 in construction.

Plan summary
Net assets, end of year$1,679,403
Participants with balances96
Active participants80
Employer contributions—
Employee contributions$220,908
Employer contribution per active participant—
Average account balance$17,494
Benefits paid to participants$99,733
Plan auditUnmodified (clean) audit opinion
AuditorAPPLEGATE & CO. PC
Plan history2
Yearassets · accounts · employer contribution
2023$1.7M · 96 accts
2022$1.3M · 105 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$12,818
Investment management$17,424
Total administrative$30,242
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FISHER ASSET MANAGEMENT LLC · Recordkeeping · Trustee$17,424
ADP, INC. · Recordkeeping$12,817

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

Administrative cost history2
2023$30,242 · 2.02%
2022$17,043 · 0.88%
Similar plansConstruction · Indiana
Cobalt Civil, LLC IN$2.7M · 0.16%
Weihe Construction Inc IN$1.8M · 1.09%
Pools of Fun, Inc. IN$892K · 0.18%
Wagler Custom Homes LLC IN$400K · 0.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 351268701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.