Plan Ledger DOL Form 5500 · updated monthly

Rock of Ages Corporation401(k)

SWENSON GRANITE 401(K) RETIREMENT PLAN · GRANTIEVILLE, VT · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

Rock of Ages Corporation reported $15,682 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,511 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 rose from 0.01% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 60th-largest of 230 plans among Vermont employers on file, and the 240th of 612 in mining, oil & gas extraction. In 2023, the employer put in $1.00 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$31,181,927
Participants with balances174
Active participants132
Employer contributions$991,492
Employee contributions$991,170
Employer contribution per active participant$7,511
Average account balance$179,206
Benefits paid to participants$5,037,731
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.3M · 169 accts · $896K emplr
2023$31.2M · 174 accts · $991K emplr
2022$30.0M · 169 accts · $959K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,682
Audit (IQPA)$12,000
Total administrative$15,682
The Rock of Ages Corporation 401(k) match · 2023
Employer contribution per active participant$7,511
Median for plans this size$2,440
2024$8,002 per active participant
2023$7,511 per active participant
2022$6,614 per active participant

Rock of Ages Corporation's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
CARON & BLETZER, PLLC · Accounting / audit$12,000
PLAN INTEGRITY PARTNERS, LLC · Contract administrator$1,170
MORGAN STANLEY INSURANCE SERVICESindirect 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$23,714 · 0.08%
2023$15,682 · 0.05%
2022$3,579 · 0.01%
All plans at this employer2
SWENSON GRANITE 401(K) RETIREMENT PLAN401(k)
SWENSON GRANITE 401(K) PLAN401(k)
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Txo Energy Gp TX$31.9M · 0.47%
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Usibelli Coal Mine, Inc. AK$31.1M · 0.19%
Romarco Minerals U.S. Inc. SC$30.9M · 0.33%
Pason Systems USA Corp. TX$29.5M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030153200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.